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
$294M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$6.19M
2
+$5.73M
3
+$2.22M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$1.67M
5
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$1.54M

Top Sells

1
+$7.95M
2
+$2.57M
3
+$2.25M
4
TGT icon
Target
TGT
+$2.09M
5
NVDA icon
NVIDIA
NVDA
+$1.94M

Sector Composition

1 Technology 10.03%
2 Healthcare 2.97%
3 Financials 2%
4 Communication Services 1.44%
5 Consumer Discretionary 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.23M 1.1%
7,895
27
$3.08M 1.05%
75,141
+733
28
$2.42M 0.82%
100,408
+53,421
29
$2.4M 0.82%
24,000
-790
30
$2.4M 0.82%
23,037
+1,920
31
$2.39M 0.81%
22,490
-983
32
$2.36M 0.8%
28,510
-27,165
33
$2.34M 0.8%
18,378
+1,750
34
$2.34M 0.8%
63,850
+11,713
35
$2.34M 0.8%
29,725
-3,574
36
$2.31M 0.79%
31,086
+8,037
37
$2.28M 0.77%
31,686
-132
38
$2.24M 0.76%
51,026
+15,477
39
$2.22M 0.76%
+62,447
40
$2.08M 0.71%
90,212
-55,169
41
$2.02M 0.69%
38,735
+611
42
$1.99M 0.68%
41,468
+930
43
$1.92M 0.65%
19,268
+149
44
$1.84M 0.63%
14,876
-6,645
45
$1.84M 0.63%
18,202
+134
46
$1.6M 0.54%
24,930
-140
47
$1.57M 0.54%
45,908
+178
48
$1.55M 0.53%
97,073
-26
49
$1.48M 0.5%
76,652
+619
50
$1.45M 0.49%
27,870
+344
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