LWA
Lifelong Wealth Advisors Portfolio holdings
AUM
$301M
This Quarter Return
+10.25%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$301M
AUM Growth
+$301M
(+41%)
Cap. Flow
+$63.3M
Cap. Flow
% of AUM
21.04%
Top 10 Holdings %
Top 10 Hldgs %
74.15%
Holding
81
New
14
Increased
40
Reduced
18
Closed
3
Top Buys
| 1 |
JPMorgan Active Bond ETF
JBND
|
$30.3M |
| 2 |
Avantis US Small Cap Value ETF
AVUV
|
$20.2M |
| 3 |
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
|
$8.51M |
| 4 |
iShares Gold Trust
IAU
|
$6.83M |
| 5 |
THRO
iShares U.S. Thematic Rotation Active ETF
THRO
|
$2.75M |
Top Sells
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Broadcom
AVGO
$1.4T
| $209K | 0.07% |
+760
| New | +$209K |
|
77
SPDR S&P 500 ETF Trust
SPY
$658B
| $205K | 0.07% |
+332
| New | +$205K |
|
78
UnitedHealth
UNH
$281B
| $205K | 0.07% |
657
+88
| +15% | +$27.5K |
|
79
iShares MSCI Emerging Markets ex China ETF
EMXC
$12.8B
| – | – |
-36,344
| Closed | -$2M |
|
80
iShares Currency Hedged MSCI EAFE ETF
HEFA
$6.52B
| – | – |
-24,107
| Closed | -$875K |
|
81
iShares Core S&P Total US Stock Market ETF
ITOT
$75.2B
| – | – |
-1,644
| Closed | -$201K |
|