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
$252M
AUM Growth
-$5.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$8.03M
3
+$7.07M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$2.19M
5
TGT icon
Target
TGT
+$2.05M

Top Sells

1
+$11.7M
2
+$9.87M
3
+$2.9M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$2.12M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$1.9M

Sector Composition

1 Technology 9.32%
2 Healthcare 2.38%
3 Financials 2%
4 Consumer Staples 1.78%
5 Communication Services 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-16,142
102
– –
-10,451
1 2 3 4
5