LFWA
LiftPoint Family Wealth Advisors Portfolio holdings
AUM
$121M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$121M
AUM Growth
+$3.61M
(+3.1%)
Holding
60
Top Buys
| 1 | +$3.32M | |
| 2 | +$3.14M | |
| 3 | +$2.99M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$2.73M |
| 5 |
IDEF
iShares Defense Industrials Active ETF
IDEF
|
+$1.9M |
Top Sells
| 1 | +$5.56M | |
| 2 | +$1.41M | |
| 3 | +$1.34M | |
| 4 |
iShares US Technology ETF
IYW
|
+$1.05M |
| 5 |
HIMU
iShares High Yield Muni Active ETF
HIMU
|
+$1.04M |
Sector Composition
| 1 | Technology | 4.13% |
| 2 | Energy | 2.33% |
| 3 | Healthcare | 1.2% |
| 4 | Consumer Staples | 0.79% |
| 5 | Communication Services | 0.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Wells Fargo
WFC
$237B
| $219K | 0.18% |
2,754
+83
|
|
||
52
Texas Pacific Land
TPL
$27.1B
| $210K | 0.17% |
+443
|
|
||
53
JPMorgan Ultra-Short Municipal Income ETF
JMST
$6.37B
| $210K | 0.17% |
+4,115
|
|
||
54
Meta Platforms (Facebook)
META
$1.61T
| $207K | 0.17% |
362
-41
|
|
||
55
Tesla
TSLA
$1.64T
| $203K | 0.17% |
546
+53
|
|
||
56
Home Depot
HD
$316B
| – | – |
-1,093
|
|
||
57
Public Service Enterprise Group
PEG
$39.2B
| – | – |
-2,866
|
|
||
58
PepsiCo
PEP
$197B
| – | – |
-2,386
|
|
||
59
T-Mobile US
TMUS
$203B
| – | – |
-1,208
|
|
||
|
HIMU
60
iShares High Yield Muni Active ETF
HIMU
$2.2B
| – | – |
-21,310
|
|