LA
Lifeworks Advisors Portfolio holdings
AUM
$671M
1-Year Return
13.63%
This Quarter Return
+6.61%
1 Year Return
+13.63%
3 Year Return
+53.28%
5 Year Return
–
10 Year Return
–
AUM
$509M
AUM Growth
+$150M
(+42%)
Cap. Flow
+$128M
Cap. Flow
% of AUM
25.14%
Top 10 Holdings %
Top 10 Hldgs %
23.35%
Holding
303
New
81
Increased
135
Reduced
68
Closed
8
Top Buys
| 1 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$7.29M |
| 2 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
$5.17M |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
$4.57M |
| 4 |
Everest Group
EG
|
$4.56M |
| 5 |
iShares US Treasury Bond ETF
GOVT
|
$4.35M |
Top Sells
| 1 |
ON Semiconductor
ON
|
$1.83M |
| 2 |
Seagate
STX
|
$1.73M |
| 3 |
Skyworks Solutions
SWKS
|
$1.26M |
| 4 |
Carrier Global
CARR
|
$1.07M |
| 5 |
JPMorgan Equity Premium Income ETF
JEPI
|
$350K |
Sector Composition
| 1 | Technology | 16.92% |
| 2 | Healthcare | 12.75% |
| 3 | Industrials | 7.16% |
| 4 | Consumer Staples | 3.39% |
| 5 | Consumer Discretionary | 2.45% |
