LRWA
Long Run Wealth Advisors Portfolio holdings
AUM
$477M
This Quarter Return
+5.67%
1 Year Return
+10.94%
3 Year Return
+42.76%
5 Year Return
–
10 Year Return
–
AUM
$294M
AUM Growth
+$294M
(+5.7%)
Cap. Flow
+$2.29M
Cap. Flow
% of AUM
0.78%
Top 10 Holdings %
Top 10 Hldgs %
45.85%
Holding
100
New
6
Increased
48
Reduced
27
Closed
7
Top Buys
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
$6.19M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$5.73M |
| 3 |
GSK
GSK
|
$2.22M |
| 4 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$1.67M |
| 5 |
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
|
$1.54M |
Top Sells
| 1 |
iShares Core S&P US Value ETF
IUSV
|
$7.95M |
| 2 |
Technology Select Sector SPDR Fund
XLK
|
$2.57M |
| 3 |
Energy Select Sector SPDR Fund
XLE
|
$2.25M |
| 4 |
Target
TGT
|
$2.09M |
| 5 |
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% |
