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
$308M
AUM Growth
-$5.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1 +$8.18M
2 +$2.34M
3 +$2.31M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$696K
5
IXN icon
iShares Global Tech ETF
IXN
+$678K

Sector Composition

1 Technology 8.77%
2 Healthcare 3.03%
3 Financials 1.87%
4 Consumer Staples 1.41%
5 Communication Services 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$1.14M 0.37%
65,916
-3,259
52
$1.12M 0.36%
74,434
+2,678
53
$1.09M 0.35%
13,318
-5
54
$1.07M 0.35%
32,310
+1,328
55
$1.06M 0.34%
21,378
-292
56
$1.05M 0.34%
7,020
-430
57
$1.01M 0.33%
12,220
-1,610
58
$975K 0.32%
31,991
+174
59
$917K 0.3%
13,321
+563
60
$891K 0.29%
29,546
+1,317
61
$845K 0.27%
3,980
62
$823K 0.27%
2,350
-19
63
$812K 0.26%
10,800
64
$786K 0.25%
23,355
-1,227
65
$779K 0.25%
39,128
+2,695
66
$744K 0.24%
2,078
-4
67
$638K 0.21%
4,377
+3
68
$629K 0.2%
4,259
69
$409K 0.13%
13,507
-560
70
$374K 0.12%
5,426
-225
71
$347K 0.11%
6,507
-93
72
$339K 0.11%
2,273
+11
73
$338K 0.11%
2,989
-678
74
$292K 0.09%
968
-19
75
$288K 0.09%
1,198
-20