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
$441M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$3.71M
3
+$3.63M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$3.26M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.14M

Top Sells

1
+$3.72M
2
+$3.66M
3
+$3.59M
4
GRMN icon
Garmin
GRMN
+$1.5M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.45M

Sector Composition

1 Technology 8.57%
2 Financials 4.09%
3 Consumer Discretionary 1.88%
4 Healthcare 1.4%
5 Communication Services 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$528K 0.12%
6,014
-114
77
$525K 0.12%
1,499
+127
78
$517K 0.12%
8,621
+157
79
$482K 0.11%
1,796
+255
80
$450K 0.1%
5,502
81
$377K 0.09%
10,800
-1,522
82
$337K 0.08%
1,945
+9
83
$324K 0.07%
2,654
-111
84
$315K 0.07%
5,509
+23
85
$307K 0.07%
1,005
-94
86
$305K 0.07%
833
-23
87
$302K 0.07%
+1,807
88
$298K 0.07%
4,225
+50
89
$272K 0.06%
5,230
+80
90
$256K 0.06%
3,577
+141
91
$247K 0.06%
+3,356
92
$243K 0.06%
778
+39
93
$237K 0.05%
2,400
+196
94
$236K 0.05%
+1,128
95
$232K 0.05%
+280
96
$231K 0.05%
1,433
-104
97
$216K 0.05%
+413
98
$216K 0.05%
832
+262
99
$214K 0.05%
2,909
-247
100
$204K 0.05%
+2,419
1 2 3
4
5