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
76
$286K 0.09%
2,990
77
$269K 0.09%
5,644
+570
78
$263K 0.09%
1,859
79
$236K 0.08%
+4,900
80
$212K 0.07%
494
+6
81
$207K 0.07%
3,701
+31
82
$205K 0.07%
3,029
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85
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86
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87
-2,549
88
-1,795
89
-3,604
90
-17,886
91
-2,182
92
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93
-4,455
94
-2,547
95
-35,724
96
-50,712
97
-6,988