LRWA
Long Run Wealth Advisors Portfolio holdings
AUM $441M
AUM
$441M
AUM Growth
+$23.7M (+6%)
Cap. Flow
+$38.4M
Cap. Flow % of AUM
8.7%
Top 10 Holdings %Top 10 Hldgs %
50.69%
Holding
109
New
11
Increased
65
Reduced
24
Closed
7
Top Buys
| 1 | $4.13M | |
| 2 | $3.71M | |
| 3 | $3.63M | |
| 4 | $3.26M | |
| 5 | $3.14M |
Top Sells
| 1 | $1.5M | |
| 2 | $1.45M | |
| 3 | $1.32M | |
| 4 | $1.12M | |
| 5 | $486K |
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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $202K | 0.05% | 5,035 -700 | -12% | -$28.1K | |||
| $16.2K | 0% | 10,300 | – | – | |||
| $0 | 0% | 0 -69,754 | Closed | – | |||
| $0 | 0% | 0 -106,278 | Closed | – | |||
| $0 | 0% | 0 -15,560 | Closed | – | |||
| $0 | 0% | 0 -36,765 | Closed | – | |||
| $0 | 0% | 0 -2,840 | Closed | – | |||
| $0 | 0% | 0 -10,350 | Closed | – | |||
| $0 | 0% | 0 -7,148 | Closed | – |
