LWA
Lifelong Wealth Advisors Portfolio holdings
AUM
$336M
1-Year Est. Return
15.73%
1 Year Est. Return
+15.73%
AUM
$336M
AUM Growth
+$34.7M
(+12%)
Holding
84
Top Buys
| 1 | +$3.89M | |
| 2 | +$938K | |
| 3 | +$817K | |
| 4 |
Avantis US Small Cap Value ETF
AVUV
|
+$703K |
| 5 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$606K |
Top Sells
| 1 | +$1.24M | |
| 2 | +$195K | |
| 3 | +$84.8K | |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
+$46.2K |
| 5 |
JPMorgan Ultra-Short Municipal Income ETF
JMST
|
+$32.8K |
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 | |
|---|---|---|---|---|---|---|
76
Nuveen ESG International Developed Markets Equity ETF
NUDM
$618M
| $247K | 0.07% |
6,570
-147
|
|
||
77
Johnson & Johnson
JNJ
$455B
| $232K | 0.07% |
+1,252
|
|
||
78
UnitedHealth
UNH
$309B
| $231K | 0.07% |
669
+12
|
|
||
79
Home Depot
HD
$378B
| $227K | 0.07% |
+561
|
|
||
80
Lockheed Martin
LMT
$114B
| $224K | 0.07% |
+449
|
|
||
81
SPDR S&P 500 ETF Trust
SPY
$677B
| $221K | 0.07% |
332
|
|
||
82
iShares US Infrastructure ETF
IFRA
$3.06B
| $207K | 0.06% |
3,919
-1,606
|
|
||
83
iShares ESG Advanced Universal USD Bond ETF
EUSB
$698M
| $207K | 0.06% |
+4,709
|
|
||
84
Abbott
ABT
$215B
| $204K | 0.06% |
+1,525
|
|