Portfolio (Quarterly)
Guide ↗
Lifeworks Advisors, LLC
· CIK 0001882132| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | SCHR | SCHWAB STRATEGIC TR | — | 9,392 | $236K | 0.03% | SOLD |
| 42 | XLG | INVESCO EXCHANGE TRADED FD T | — | 3,903 | $231K | 0.03% | SOLD |
| 43 | TMO | THERMO FISHER SCIENTIFIC INC | Healthcare | 393 | $228K | 0.03% | SOLD |
| 44 | GWRE | GUIDEWIRE SOFTWARE INC | Technology | 1,121 | $225K | 0.03% | SOLD |
| 45 | — | IQVIA HLDGS INC | — | 997 | $225K | 0.03% | SOLD |
| 46 | SCHC | SCHWAB STRATEGIC TR | — | 4,916 | $224K | 0.03% | SOLD |
| 47 | PEY | INVESCO EXCHANGE TRADED FD T | — | 10,910 | $222K | 0.03% | SOLD |
| 48 | IVAL | EA SERIES TRUST | — | 6,923 | $218K | 0.03% | SOLD |
| 49 | XYLD | GLOBAL X FDS | — | 5,348 | $217K | 0.03% | SOLD |
| 50 | ANET | ARISTA NETWORKS INC | Technology | 1,656 | $217K | 0.03% | SOLD |
| 51 | VCIT | VANGUARD SCOTTSDALE FDS | — | 2,567 | $215K | 0.03% | SOLD |
| 52 | PFF | ISHARES TR | — | 6,874 | $213K | 0.03% | SOLD |
| 53 | TFLO | ISHARES TR | — | 4,123 | $208K | 0.03% | SOLD |
| 54 | FLOT | ISHARES TR | — | 4,086 | $208K | 0.03% | SOLD |
| 55 | EMN | EASTMAN CHEM CO | Basic Materials | 3,249 | $207K | 0.03% | SOLD |
| 56 | SHOP | SHOPIFY INC | Technology | 1,258 | $202K | 0.03% | SOLD |
Sector Allocation
Technology
31.0%
Financial Services
18.4%
Industrials
15.4%
Healthcare
13.7%
Consumer Defensive
7.9%
Consumer Cyclical
4.3%
Utilities
3.6%
Basic Materials
2.5%
Communication Services
2.2%
Energy
0.9%