LA
Lifeworks Advisors Portfolio holdings
AUM
$671M
This Quarter Return
+7.85%
1 Year Return
+13.63%
3 Year Return
+53.28%
5 Year Return
–
10 Year Return
–
AUM
$357M
AUM Growth
+$357M
(+23%)
Cap. Flow
+$49.4M
Cap. Flow
% of AUM
13.83%
Top 10 Holdings %
Top 10 Hldgs %
24.82%
Holding
235
New
39
Increased
101
Reduced
77
Closed
10
Top Buys
| 1 |
iShares Bitcoin Trust
IBIT
|
$3.97M |
| 2 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$3.91M |
| 3 |
iShares US Treasury Bond ETF
GOVT
|
$2.85M |
| 4 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$2.36M |
| 5 |
iShares MBS ETF
MBB
|
$2.3M |
Top Sells
| 1 |
Alphabet (Google) Class A
GOOGL
|
$2.27M |
| 2 |
ProShares Bitcoin Strategy ETF
BITO
|
$1.54M |
| 3 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$824K |
| 4 |
RESP
WisdomTree U.S. ESG Fund
RESP
|
$391K |
| 5 |
West Pharmaceutical
WST
|
$384K |
Sector Composition
| 1 | Technology | 18.96% |
| 2 | Healthcare | 16.13% |
| 3 | Industrials | 7.31% |
| 4 | Consumer Staples | 4.39% |
| 5 | Materials | 3.23% |
