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
$213M
AUM Growth
-$9.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$1.15M
3
+$980K
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$875K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$733K

Top Sells

1
+$1.87M
2
+$944K
3
+$848K
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$687K
5
IFRA icon
iShares US Infrastructure ETF
IFRA
+$501K

Sector Composition

1 Technology 4.02%
2 Healthcare 0.71%
3 Financials 0.46%
4 Industrials 0.46%
5 Consumer Staples 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$298K 0.14%
569
-58
52
$298K 0.14%
1,421
+35
53
$297K 0.14%
12,912
+803
54
$295K 0.14%
3,255
+653
55
$271K 0.13%
5,353
-27
56
$270K 0.13%
493
+3
57
$258K 0.12%
6,378
-564
58
$256K 0.12%
1,346
+44
59
$255K 0.12%
3,174
+10
60
$254K 0.12%
2,137
+166
61
$253K 0.12%
+3,526
62
$242K 0.11%
3,591
-536
63
$221K 0.1%
1,426
+51
64
$214K 0.1%
6,717
-645
65
$212K 0.1%
2,491
66
$202K 0.09%
1,290
+10
67
$201K 0.09%
1,644
+27
68
– –
-1,179
69
– –
-9,707
70
– –
-579
1 2
3