LFWA

LiftPoint Family Wealth Advisors Portfolio holdings

AUM $117M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$15.2M
2 +$11.1M
3 +$9.1M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$8.49M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$8.07M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.32%
2 Energy 1.7%
3 Healthcare 1.43%
4 Consumer Staples 1.04%
5 Communication Services 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TSLA icon
51
Tesla
TSLA
$1.57T
$222K 0.19%
+493