LRWA
Long Run Wealth Advisors Portfolio holdings
AUM
$477M
This Quarter Return
+5.35%
1 Year Return
+10.94%
3 Year Return
+42.76%
5 Year Return
–
10 Year Return
–
AUM
$425M
AUM Growth
+$425M
(+7.5%)
Cap. Flow
+$11.5M
Cap. Flow
% of AUM
2.7%
Top 10 Holdings %
Top 10 Hldgs %
50.3%
Holding
110
New
9
Increased
53
Reduced
33
Closed
6
Top Buys
Top Sells
| 1 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$10M |
| 2 |
Mobileye
MBLY
|
$3.12M |
| 3 |
CVS Health
CVS
|
$2.95M |
| 4 |
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
|
$2.41M |
| 5 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$1.98M |
Sector Composition
| 1 | Technology | 9.86% |
| 2 | Healthcare | 3.05% |
| 3 | Consumer Discretionary | 2.77% |
| 4 | Financials | 1.99% |
| 5 | Consumer Staples | 1.71% |
