LWA
Lifelong Wealth Advisors Portfolio holdings
AUM
$301M
This Quarter Return
+1.47%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$222M
AUM Growth
–
Cap. Flow
+$222M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
78.36%
Holding
66
New
66
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
$61.8M |
| 2 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$60.5M |
| 3 |
iShares US Technology ETF
IYW
|
$15.2M |
| 4 |
Oracle
ORCL
|
$6.66M |
| 5 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$6.21M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 4.61% |
| 2 | Consumer Discretionary | 1.05% |
| 3 | Healthcare | 0.63% |
| 4 | Industrials | 0.48% |
| 5 | Consumer Staples | 0.39% |
