LWA

Lifelong Wealth Advisors Portfolio holdings

AUM $336M
1-Year Est. Return 15.73%
This Quarter Est. Return
1 Year Est. Return
+15.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$222M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$61.8M
2
+$60.5M
3
+$15.2M
4
ORCL icon
Oracle
ORCL
+$6.66M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$6.21M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.61%
2 Consumer Discretionary 1.05%
3 Healthcare 0.63%
4 Industrials 0.48%
5 Consumer Staples 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$275K 0.12%
+8,238
52
$273K 0.12%
+6,942
53
$271K 0.12%
+5,380
54
$267K 0.12%
+4,127
55
$260K 0.12%
+1,375
56
$258K 0.12%
+490
57
$246K 0.11%
+1,386
58
$244K 0.11%
+1,280
59
$234K 0.11%
+3,164
60
$233K 0.1%
+1,179
61
$232K 0.1%
+2,602
62
$221K 0.1%
+7,362
63
$215K 0.1%
+2,491
64
$212K 0.1%
+1,971
65
$210K 0.09%
+579
66
$208K 0.09%
+1,617
1 2
3