LA
Lifeworks Advisors Portfolio holdings
AUM
$671M
This Quarter Return
+1.06%
1 Year Return
+13.63%
3 Year Return
+53.28%
5 Year Return
–
10 Year Return
–
AUM
$601M
AUM Growth
+$47.6M
(+8.6%)
Cap. Flow
+$47.2M
Cap. Flow
% of AUM
7.84%
Top 10 Holdings %
Top 10 Hldgs %
25.97%
Holding
341
New
36
Increased
154
Reduced
102
Closed
35
Top Buys
Top Sells
| 1 |
Amgen
AMGN
|
$5.04M |
| 2 |
Everest Group
EG
|
$4.66M |
| 3 |
Fidelity MSCI Health Care Index ETF
FHLC
|
$3.07M |
| 4 |
iShares Russell 2000 ETF
IWM
|
$2.6M |
| 5 |
abrdn Physical Gold Shares ETF
SGOL
|
$2.31M |
Sector Composition
| 1 | Technology | 16.57% |
| 2 | Healthcare | 11.89% |
| 3 | Industrials | 8.27% |
| 4 | Consumer Staples | 3.34% |
| 5 | Consumer Discretionary | 2.49% |
