LWA

Lifelong Wealth Advisors Portfolio holdings

AUM $375M
1-Year Est. Return 17.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$336M
AUM Growth
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$922K
3
+$788K
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$683K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$583K

Top Sells

1
+$1.13M
2
+$182K
3
+$82.4K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$44.1K
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$32.7K

Sector Composition

1 Technology 4.51%
2 Healthcare 0.58%
3 Industrials 0.53%
4 Financials 0.39%
5 Consumer Discretionary 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$412K 0.12%
1,695
+10
52
$404K 0.12%
4,628
53
$399K 0.12%
9,179
-320
54
$395K 0.12%
3,499
+1,312
55
$390K 0.12%
1,683
+238
56
$373K 0.11%
1,699
-3
57
$360K 0.11%
3,616
58
$350K 0.1%
3,680
+226
59
$344K 0.1%
2,894
+1
60
$333K 0.1%
1,194
+2
61
$314K 0.09%
1,290
62
$312K 0.09%
2,028
+65
63
$305K 0.09%
3,045
-274
64
$304K 0.09%
3,630
65
$295K 0.09%
518
-2
66
$290K 0.09%
12,563
-667
67
$288K 0.09%
604
68
$280K 0.08%
6,378
69
$272K 0.08%
5,353
70
$271K 0.08%
3,583
+1
71
$265K 0.08%
361
+1
72
$264K 0.08%
838
+1
73
$264K 0.08%
+1,332
74
$259K 0.08%
3,164
75
$251K 0.07%
762
+2
1 2
3
4