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
51
$1.54M 0.39%
15,500
52
$1.49M 0.38%
31,309
+1,352
53
$1.38M 0.35%
72,046
+422
54
$1.36M 0.34%
64,190
-613
55
$1.34M 0.34%
7,775
-103
56
$1.33M 0.34%
2,781
57
$1.31M 0.33%
33,624
+274
58
$1.31M 0.33%
13,437
-225
59
$1.2M 0.3%
21,766
+301
60
$1.19M 0.3%
+16,482
61
$1.13M 0.29%
2,069
+731
62
$1.12M 0.28%
39,964
+3,072
63
$1.03M 0.26%
9,895
-926
64
$1.01M 0.26%
5,505
-1,046
65
$1.01M 0.26%
10,313
+1,462
66
$994K 0.25%
43,853
+2,226
67
$919K 0.23%
2,260
-90
68
$766K 0.19%
19,909
-2,746
69
$752K 0.19%
4,511
-85
70
$732K 0.19%
4,436
+3
71
$594K 0.15%
7,750
72
$444K 0.11%
2,838
+74
73
$439K 0.11%
2,943
74
$425K 0.11%
5,426
75
$418K 0.11%
6,169
+8