LA
Lifeworks Advisors Portfolio holdings
AUM
$671M
1-Year Return
13.63%
This Quarter Return
+1.85%
1 Year Return
+13.63%
3 Year Return
+53.28%
5 Year Return
–
10 Year Return
–
AUM
$359M
AUM Growth
+$2.09M
(+0.58%)
Cap. Flow
-$2.47M
Cap. Flow
% of AUM
-0.69%
Top 10 Holdings %
Top 10 Hldgs %
25.55%
Holding
249
New
24
Increased
78
Reduced
110
Closed
27
Top Buys
| 1 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$2.59M |
| 2 |
Carrier Global
CARR
|
$2.53M |
| 3 |
Alpha Architect 1-3 Month Box ETF
BOXX
|
$1.82M |
| 4 |
Microsoft
MSFT
|
$1.8M |
| 5 |
Pentair
PNR
|
$1.57M |
Top Sells
| 1 |
Corteva
CTVA
|
$3.43M |
| 2 |
Biogen
BIIB
|
$2.36M |
| 3 |
Otis Worldwide
OTIS
|
$1.93M |
| 4 |
Analog Devices
ADI
|
$1.71M |
| 5 |
Invesco QQQ Trust
QQQ
|
$1.35M |
Sector Composition
| 1 | Technology | 20.86% |
| 2 | Healthcare | 16.86% |
| 3 | Industrials | 7.5% |
| 4 | Consumer Staples | 4.24% |
| 5 | Consumer Discretionary | 2.51% |
