LWA

Lifelong Wealth Advisors Portfolio holdings

AUM $336M
1-Year Est. Return 15.73%
This Quarter Est. Return
1 Year Est. Return
+15.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$213M
AUM Growth
-$9.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$1.15M
3
+$980K
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$875K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$733K

Top Sells

1
+$1.87M
2
+$944K
3
+$848K
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$687K
5
IFRA icon
iShares US Infrastructure ETF
IFRA
+$501K

Sector Composition

1 Technology 4.02%
2 Healthcare 0.71%
3 Financials 0.46%
4 Industrials 0.46%
5 Consumer Staples 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$58.6M 27.45%
532,300
-3,795
2
$57.5M 26.94%
874,455
-6,159
3
$13.4M 6.28%
95,423
-17
4
$6.51M 3.05%
38,111
+3,212
5
$5.73M 2.68%
61,675
+974
6
$5.59M 2.62%
39,962
+8
7
$5.17M 2.42%
106,043
+4,969
8
$4.29M 2.01%
93,052
-313
9
$3.94M 1.85%
20,682
+6,050
10
$3.93M 1.84%
66,689
-11,650
11
$3.58M 1.68%
79,415
-11,126
12
$3.53M 1.65%
152,264
+4,980
13
$3.09M 1.45%
5,495
-28
14
$2.47M 1.16%
20,252
+967
15
$2.47M 1.16%
24,686
-18,665
16
$2M 0.94%
36,344
-5
17
$1.76M 0.83%
32,637
+13,580
18
$1.73M 0.81%
18,489
-2,267
19
$1.52M 0.71%
12,911
-662
20
$1.47M 0.69%
15,883
+1,150
21
$1.45M 0.68%
12,429
22
$1.44M 0.67%
6,474
+33
23
$1.42M 0.66%
+30,751
24
$1.24M 0.58%
23,623
+1,057
25
$1.06M 0.5%
20,811
-2,654
1
2 3