LRWA

Long Run Wealth Advisors Portfolio holdings

AUM $531M
1-Year Est. Return 14.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$286M
AUM Growth
-$1.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$8.04M
2 +$7.78M
3 +$1.71M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.11M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$1.07M

Top Sells

1 +$5.41M
2 +$3.05M
3 +$2M
4
CONE
CyrusOne Inc Common Stock
CONE
+$1.15M
5
CVS icon
CVS Health
CVS
+$715K

Sector Composition

1 Technology 8.8%
2 Healthcare 2.57%
3 Financials 2.32%
4 Communication Services 1.89%
5 Industrials 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-3,167
102
-2,260