LWA
Lifelong Wealth Advisors Portfolio holdings
AUM
$336M
1-Year Est. Return
15.73%
1 Year Est. Return
+15.73%
AUM
$301M
AUM Growth
+$87.8M
(+41%)
Holding
81
Top Buys
| 1 | +$30.3M | |
| 2 | +$20.2M | |
| 3 | +$8.51M | |
| 4 |
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 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
+$2M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
76
Broadcom
AVGO
$1.75T
| $209K | 0.07% |
+760
|
|
||
77
SPDR S&P 500 ETF Trust
SPY
$677B
| $205K | 0.07% |
+332
|
|
||
78
UnitedHealth
UNH
$309B
| $205K | 0.07% |
657
+88
|
|
||
79
iShares Core S&P Total US Stock Market ETF
ITOT
$79.6B
| – | – |
-1,644
|
|
||
|
80
iShares Currency Hedged MSCI EAFE ETF
HEFA
$6.73B
| – | – |
-24,107
|
|
||
|
81
iShares MSCI Emerging Markets ex China ETF
EMXC
$14.2B
| – | – |
-36,344
|
|