LA
Lifeworks Advisors Portfolio holdings
AUM
$746M
1-Year Est. Return
14.14%
1 Year Est. Return
+14.14%
AUM
$746M
AUM Growth
+$75M
(+11%)
Holding
339
Top Buys
| 1 | +$7.09M | |
| 2 | +$6.2M | |
| 3 | +$5.71M | |
| 4 |
Medtronic
MDT
|
+$5.22M |
| 5 |
Hartford Financial Services
HIG
|
+$4.5M |
Top Sells
| 1 | +$6.66M | |
| 2 | +$5.64M | |
| 3 | +$5.2M | |
| 4 |
Eaton
ETN
|
+$3.81M |
| 5 |
Super Micro Computer
SMCI
|
+$3.52M |
Sector Composition
| 1 | Technology | 20.93% |
| 2 | Healthcare | 8.82% |
| 3 | Industrials | 7.33% |
| 4 | Consumer Staples | 4.25% |
| 5 | Consumer Discretionary | 2.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
326
SPDR S&P 500 ETF Trust
SPY
$700B
| – | – |
-4,069
|
|
||
327
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.1B
| – | – |
-3,067
|
|
||
328
Advanced Micro Devices
AMD
$354B
| – | – |
-2,473
|
|
||
329
Bunge Global
BG
$18.6B
| – | – |
-3,242
|
|
||
330
Salesforce
CRM
$219B
| – | – |
-1,420
|
|
||
331
Duke Energy
DUK
$96.4B
| – | – |
-1,792
|
|
||
|
HIVE
332
HIVE Digital Technologies
HIVE
$800M
| – | – |
-13,363
|
|
||
333
iShares US Healthcare Providers ETF
IHF
$772M
| – | – |
-19,176
|
|
||
334
International Paper
IP
$20.8B
| – | – |
-9,104
|
|
||
335
iShares US Technology ETF
IYW
$21B
| – | – |
-2,659
|
|
||
|
JNPR
336
DELISTED
Juniper Networks
JNPR
| – | – |
-166,761
|
|
||
337
Global X MLP ETF
MLPA
$1.82B
| – | – |
-9,730
|
|
||
338
Newmont
NEM
$99B
| – | – |
-8,178
|
|
||
339
Phillips 66
PSX
$55.2B
| – | – |
-2,079
|
|