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
$395M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$4.68M
2 +$4.17M
3 +$3.74M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$3.26M
5
TOL icon
Toll Brothers
TOL
+$3.21M

Top Sells

1 +$6.3M
2 +$4.01M
3 +$3.71M
4
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$3.36M
5
MMS icon
Maximus
MMS
+$2.97M

Sector Composition

1 Technology 10.46%
2 Healthcare 3.83%
3 Consumer Discretionary 2.72%
4 Financials 2%
5 Consumer Staples 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$177K 0.04%
14,429
-500
102
-17,870
103
-1,500
104
-35,396
105
-66,882