LA
Lifeworks Advisors Portfolio holdings
AUM
$671M
1-Year Est. Return
13.63%
1 Year Est. Return
+13.63%
AUM
$601M
AUM Growth
+$47.6M
(+8.6%)
Holding
341
Top Buys
| 1 | +$4.92M | |
| 2 | +$4.59M | |
| 3 | +$3.89M | |
| 4 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$3.26M |
| 5 |
SPDR Gold Trust
GLD
|
+$3.07M |
Top Sells
| 1 | +$5.04M | |
| 2 | +$4.66M | |
| 3 | +$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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
326
Schwab International Small-Cap Equity ETF
SCHC
$5.23B
| – | – |
-8,301
|
|
||
327
Schwab US REIT ETF
SCHH
$8.32B
| – | – |
-15,168
|
|
||
328
Schwab US TIPS ETF
SCHP
$14.3B
| – | – |
-11,694
|
|
||
329
Invesco S&P 500 GARP ETF
SPGP
$2.62B
| – | – |
-2,168
|
|
||
330
Skyworks Solutions
SWKS
$10.3B
| – | – |
-3,217
|
|
||
331
Teradyne
TER
$28.5B
| – | – |
-1,940
|
|
||
332
iShares Treasury Floating Rate Bond ETF
TFLO
$6.59B
| – | – |
-4,030
|
|
||
333
T. Rowe Price
TROW
$22.4B
| – | – |
-1,845
|
|
||
334
Tractor Supply
TSCO
$28.8B
| – | – |
-4,090
|
|
||
335
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.3B
| – | – |
-8,488
|
|
||
336
Vanguard Small-Cap Value ETF
VBR
$31.1B
| – | – |
-1,076
|
|
||
337
Vanguard FTSE Developed Markets ETF
VEA
$178B
| – | – |
-6,565
|
|
||
338
Vanguard Intermediate-Term Treasury ETF
VGIT
$33B
| – | – |
-9,983
|
|
||
339
Vanguard Russell 1000 Growth ETF
VONG
$33.1B
| – | – |
-3,012
|
|
||
340
Vanguard Russell 2000 ETF
VTWO
$12.7B
| – | – |
-2,952
|
|
||
341
Vanguard FTSE Emerging Markets ETF
VWO
$102B
| – | – |
-7,286
|
|