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

Top Buys

1
+$4.67M
2
+$4.16M
3
+$3.55M
4
TOL icon
Toll Brothers
TOL
+$3.38M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$3.24M

Top Sells

1
+$6.14M
2
+$3.86M
3
+$3.36M
4
NVDA icon
NVIDIA
NVDA
+$3.04M
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
– –
-35,396
103
– –
-1,500
104
– –
-35,740
105
– –
-66,882
1 2 3 4
5