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
$425M
AUM Growth
+$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Sector Composition

1 Technology 9.86%
2 Healthcare 3.05%
3 Consumer Discretionary 2.77%
4 Financials 1.99%
5 Consumer Staples 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$206K 0.05%
232
+1
102
$204K 0.05%
+2,376
103
$110K 0.03%
10,429
-4,000
104
$27.8K 0.01%
+10,300
105
-98,369
106
-3,108
107
-3,471
108
-110,971
109
-168,228
110
-49,921