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
$288M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$32.2M
2
+$18.1M
3
+$18M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$13.7M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$9.72M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.83%
2 Healthcare 2.73%
3 Financials 2.24%
4 Industrials 2.21%
5 Communication Services 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$531K 0.18%
+5,817
77
$513K 0.18%
+12,938
78
$496K 0.17%
+3,644
79
$479K 0.17%
+1,154
80
$448K 0.16%
+2,690
81
$372K 0.13%
+2,397
82
$371K 0.13%
+1,503
83
$306K 0.11%
+2,262
84
$306K 0.11%
+5,937
85
$303K 0.11%
+1,859
86
$296K 0.1%
+3,167
87
$295K 0.1%
+619
88
$292K 0.1%
+2,260
89
$279K 0.1%
+1,055
90
$271K 0.09%
+5,193
91
$254K 0.09%
+4,069
92
$250K 0.09%
+711
93
$246K 0.09%
+3,063
94
$244K 0.08%
+4,110
95
$243K 0.08%
+1,405
96
$238K 0.08%
+6,023
97
$216K 0.08%
+2,022
98
$4K ﹤0.01%
+211
1 2 3
4