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
51
$1.44M 0.49%
40,716
+382
52
$1.36M 0.46%
15,468
+168
53
$1.36M 0.46%
10,357
+72
54
$1.29M 0.44%
34,543
+1,148
55
$1.22M 0.42%
29,959
+1,541
56
$1.18M 0.4%
15,400
57
$1.18M 0.4%
23,525
58
$1.14M 0.39%
14,151
-1,556
59
$1.14M 0.39%
37,902
+1,047
60
$1.14M 0.39%
28,476
+825
61
$1.13M 0.39%
7,663
-157
62
$922K 0.31%
12,335
-235
63
$843K 0.29%
17,886
+99
64
$838K 0.29%
24,650
-1,667
65
$812K 0.28%
3,980
66
$736K 0.25%
2,383
+99
67
$686K 0.23%
7,471
+202
68
$668K 0.23%
2,082
69
$661K 0.23%
4,550
-40
70
$650K 0.22%
4,371
+53
71
$569K 0.19%
7,713
-107,744
72
$532K 0.18%
14,963
73
$453K 0.15%
14,404
-6,749
74
$435K 0.15%
+8,000
75
$414K 0.14%
3,667
1 2
3
4