LRWA

Long Run Wealth Advisors Portfolio holdings

AUM $509M
1-Year Est. Return 11.16%
This Quarter Est. Return
1 Year Est. Return
+11.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$288M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$32.2M
2
+$18.1M
3
+$18M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$13.7M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$9.72M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.83%
2 Healthcare 2.73%
3 Financials 2.24%
4 Industrials 2.21%
5 Communication Services 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.27M 1.14%
+59,482
27
$3.02M 1.05%
+18,997
28
$2.78M 0.97%
+35,352
29
$2.74M 0.95%
+129,954
30
$2.7M 0.94%
+23,685
31
$2.64M 0.92%
+96,767
32
$2.61M 0.91%
+58,747
33
$2.58M 0.9%
+20,003
34
$2.43M 0.84%
+16,640
35
$2.2M 0.77%
+23,658
36
$2M 0.69%
+16,605
37
$1.99M 0.69%
+5,947
38
$1.91M 0.66%
+24,998
39
$1.87M 0.65%
+23,558
40
$1.83M 0.64%
+9,145
41
$1.83M 0.63%
+22,925
42
$1.77M 0.62%
+28,010
43
$1.56M 0.54%
+13,651
44
$1.55M 0.54%
+28,043
45
$1.5M 0.52%
+25,461
46
$1.5M 0.52%
+7,907
47
$1.49M 0.52%
+29,588
48
$1.34M 0.47%
+20,190
49
$1.32M 0.46%
+11,133
50
$1.31M 0.46%
+25,896
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