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
$425M
AUM Growth
+$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Sector Composition

1 Technology 9.86%
2 Healthcare 3.05%
3 Consumer Discretionary 2.77%
4 Financials 1.99%
5 Consumer Staples 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$1.42M 0.33%
2,460
+391
52
$1.41M 0.33%
11,897
+1,584
53
$1.38M 0.33%
13,279
-158
54
$1.38M 0.32%
62,732
-9,314
55
$1.37M 0.32%
67,201
+3,011
56
$1.36M 0.32%
2,781
57
$1.33M 0.31%
46,085
+6,121
58
$1.33M 0.31%
7,714
-2,686
59
$1.3M 0.31%
19,977
-1,789
60
$1.29M 0.3%
28,523
-5,101
61
$1.26M 0.3%
2,735
+475
62
$1.26M 0.3%
44,195
+342
63
$1.26M 0.3%
16,714
+232
64
$1.24M 0.29%
+6,007
65
$1.08M 0.26%
5,523
+18
66
$1.07M 0.25%
9,864
-31
67
$856K 0.2%
20,466
+557
68
$769K 0.18%
4,439
+3
69
$743K 0.18%
4,330
-181
70
$610K 0.14%
7,750
71
$537K 0.13%
+1,962
72
$529K 0.12%
2,943
73
$486K 0.11%
3,303
+465
74
$472K 0.11%
5,850
-319
75
$454K 0.11%
5,426