LWA

Lifelong Wealth Advisors Portfolio holdings

AUM $376M
1-Year Est. Return 15.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$301M
AUM Growth
+$87.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$30.3M
2
+$20.2M
3
+$8.51M
4
IAU icon
iShares Gold Trust
IAU
+$6.83M
5
THRO
iShares U.S. Thematic Rotation Active ETF
THRO
+$2.75M

Top Sells

1
+$6.3M
2
+$5.32M
3
+$3.63M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$2M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$875K

Sector Composition

1 Technology 4.31%
2 Healthcare 0.46%
3 Financials 0.42%
4 Industrials 0.4%
5 Consumer Discretionary 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$372K 0.12%
9,499
+27
52
$361K 0.12%
+3,454
53
$361K 0.12%
2,500
+9
54
$340K 0.11%
3,616
-235
55
$332K 0.11%
3,319
-3,183
56
$320K 0.11%
3,454
+199
57
$316K 0.1%
2,893
-38
58
$313K 0.1%
1,963
+34
59
$304K 0.1%
13,230
+318
60
$297K 0.1%
1,685
+259
61
$292K 0.1%
520
+27
62
$291K 0.1%
3,630
+104
63
$272K 0.09%
5,525
-73,890
64
$271K 0.09%
5,353
65
$270K 0.09%
+1,192
66
$268K 0.09%
1,445
+24
67
$267K 0.09%
6,378
68
$267K 0.09%
3,582
-9
69
$266K 0.09%
+360
70
$244K 0.08%
3,164
-10
71
$243K 0.08%
+837
72
$238K 0.08%
6,717
73
$236K 0.08%
2,187
+50
74
$234K 0.08%
+604
75
$229K 0.08%
1,290
1 2
3
4