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
76
$447K 0.11%
12,270
+283
77
$425K 0.1%
3,381
+1,621
78
$414K 0.1%
1,504
-7
79
$386K 0.09%
3,180
+1,060
80
$381K 0.09%
3,248
+547
81
$372K 0.09%
917
-20
82
$354K 0.08%
5,464
+23
83
$346K 0.08%
1,929
84
$304K 0.07%
1,099
85
$289K 0.07%
5,650
+500
86
$265K 0.06%
1,519
-12
87
$264K 0.06%
2,990
88
$263K 0.06%
5,152
+96
89
$259K 0.06%
3,606
90
$258K 0.06%
3,435
+417
91
$252K 0.06%
1,277
-378
92
$239K 0.06%
5,067
+86
93
$239K 0.06%
482
-225
94
$237K 0.06%
6,064
+568
95
$237K 0.06%
3,042
+4
96
$224K 0.05%
+736
97
$212K 0.05%
2,204
-100
98
$209K 0.05%
+2,193
99
$208K 0.05%
+355
100
$207K 0.05%
+1,998