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
$395M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$4.68M
2
+$4.17M
3
+$3.74M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$3.26M
5
TOL icon
Toll Brothers
TOL
+$3.21M

Top Sells

1
+$6.3M
2
+$4.01M
3
+$3.71M
4
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$3.36M
5
MMS icon
Maximus
MMS
+$2.97M

Sector Composition

1 Technology 10.46%
2 Healthcare 3.83%
3 Consumer Discretionary 2.72%
4 Financials 2%
5 Consumer Staples 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.22M 1.07%
7,759
-21
27
$4.09M 1.04%
22,323
-2,272
28
$4.07M 1.03%
24,026
+1,194
29
$3.87M 0.98%
34,482
-6,911
30
$3.74M 0.95%
+48,561
31
$3.6M 0.91%
19,758
-34,565
32
$3.6M 0.91%
13,443
+9,413
33
$3.59M 0.91%
13,349
-1,089
34
$3.53M 0.89%
75,987
-7,178
35
$3.42M 0.87%
27,604
+201
36
$3.21M 0.81%
+27,898
37
$3.18M 0.8%
82,543
+1,537
38
$3.12M 0.79%
110,971
+39,026
39
$3.02M 0.76%
20,399
-1,763
40
$2.95M 0.75%
49,921
+6,485
41
$2.41M 0.61%
98,369
-520
42
$2.1M 0.53%
12,864
-458
43
$1.98M 0.5%
20,389
+55
44
$1.94M 0.49%
24,574
-3,306
45
$1.9M 0.48%
14,911
46
$1.85M 0.47%
39,743
+452
47
$1.85M 0.47%
36,525
-40,722
48
$1.84M 0.47%
81,095
+648
49
$1.67M 0.42%
10,400
-1,070
50
$1.61M 0.41%
27,495
+4,720
1
2
3 4 5