LA

Lifeworks Advisors Portfolio holdings

AUM $671M
1-Year Est. Return 13.63%
This Quarter Est. Return
1 Year Est. Return
+13.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$290M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$1.36M
3
+$1.19M
4
CE icon
Celanese
CE
+$1.14M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.08M

Top Sells

1
+$2.75M
2
+$1.84M
3
+$1.44M
4
AAPL icon
Apple
AAPL
+$1.36M
5
FUTY icon
Fidelity MSCI Utilities Index ETF
FUTY
+$735K

Sector Composition

1 Technology 18.97%
2 Healthcare 16.96%
3 Industrials 7.14%
4 Consumer Staples 4.81%
5 Consumer Discretionary 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.78M 0.61%
6,014
+127
52
$1.77M 0.61%
58,700
+6,936
53
$1.76M 0.61%
11,319
+7,336
54
$1.69M 0.58%
19,212
+2,817
55
$1.66M 0.57%
15,313
+2,108
56
$1.66M 0.57%
11,786
+2,881
57
$1.63M 0.56%
95,920
+20,188
58
$1.58M 0.55%
2,724
+35
59
$1.58M 0.55%
6,359
+1,190
60
$1.57M 0.54%
54,004
+10,956
61
$1.56M 0.54%
29,760
-4,854
62
$1.55M 0.54%
26,610
+8,162
63
$1.55M 0.53%
15,589
+2,893
64
$1.54M 0.53%
74,945
+14,809
65
$1.51M 0.52%
49,540
+17,210
66
$1.49M 0.51%
6,469
+650
67
$1.48M 0.51%
15,562
-139
68
$1.43M 0.49%
48,922
+1,513
69
$1.41M 0.49%
32,411
+2,457
70
$1.39M 0.48%
54,067
-8,740
71
$1.38M 0.48%
3,443
+338
72
$1.36M 0.47%
3,910
-252
73
$1.35M 0.47%
8,357
-339
74
$1.22M 0.42%
27,231
-550
75
$1.19M 0.41%
2,907
-180
1 2
3
4 5