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
76
$247K 0.07%
6,570
-147
77
$232K 0.07%
+1,252
78
$231K 0.07%
669
+12
79
$227K 0.07%
+561
80
$224K 0.07%
+449
81
$221K 0.07%
332
82
$207K 0.06%
3,919
-1,606
83
$207K 0.06%
+4,709
84
$204K 0.06%
+1,525
1 2 3
4