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
$286M
AUM Growth
-$1.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$8.04M
2
+$7.76M
3
+$1.61M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.06M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$1.05M

Top Sells

1
+$5.4M
2
+$2.96M
3
+$2M
4
CONE
CyrusOne Inc Common Stock
CONE
+$1.15M
5
CVS icon
CVS Health
CVS
+$687K

Sector Composition

1 Technology 8.8%
2 Healthcare 2.57%
3 Financials 2.32%
4 Communication Services 1.89%
5 Industrials 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.11M 1.09%
30,782
-6,802
27
$3.04M 1.06%
141,982
+12,028
28
$2.98M 1.04%
67,122
+8,375
29
$2.97M 1.04%
19,458
-2,766
30
$2.9M 1.02%
21,331
+2,334
31
$2.74M 0.96%
109,325
+12,558
32
$2.6M 0.91%
35,352
33
$2.56M 0.89%
19,979
-24
34
$2.46M 0.86%
23,742
+84
35
$2.3M 0.8%
21,509
-2,176
36
$2.24M 0.78%
15,900
-740
37
$2.11M 0.74%
25,753
+755
38
$1.89M 0.66%
25,216
+2,291
39
$1.88M 0.66%
9,751
+606
40
$1.81M 0.63%
24,555
+997
41
$1.71M 0.6%
15,643
+4,510
42
$1.63M 0.57%
31,482
+3,439
43
$1.62M 0.57%
13,971
+6,064
44
$1.61M 0.56%
+23,461
45
$1.61M 0.56%
7,234
+1,287
46
$1.57M 0.55%
28,123
+113
47
$1.44M 0.5%
29,762
+174
48
$1.3M 0.45%
27,755
+1,859
49
$1.26M 0.44%
24,370
-1,091
50
$1.22M 0.43%
15,600
1
2
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