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

Top Buys

1
+$12.1M
2
+$8.14M
3
+$7.79M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$2.33M
5
TGT icon
Target
TGT
+$2.21M

Top Sells

1
+$12.4M
2
+$9.89M
3
+$2.9M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$2.33M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$2.11M

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
– –
-15,442
102
– –
-3,277
1 2 3 4
5