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
$313M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$21.6M
2 +$21.6M
3 +$2.34M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$2.29M
5
NXPI icon
NXP Semiconductors
NXPI
+$2.28M

Top Sells

1 +$22.6M
2 +$7.1M
3 +$6.18M
4
QCOM icon
Qualcomm
QCOM
+$1.88M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.62M

Sector Composition

1 Technology 9.02%
2 Healthcare 2.93%
3 Financials 1.85%
4 Consumer Staples 1.56%
5 Communication Services 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-7,713