LWS
Lucia Wealth Services Portfolio holdings
AUM
$426M
1-Year Est. Return
19.43%
1 Year Est. Return
+19.43%
AUM
$378M
AUM Growth
+$76.1M
(+25%)
Holding
201
Top Buys
| 1 | +$10.7M | |
| 2 | +$3.17M | |
| 3 | +$3.14M | |
| 4 |
First Trust Cloud Computing ETF
SKYY
|
+$3.02M |
| 5 |
SPDR Portfolio Long Term Treasury ETF
SPTL
|
+$2.95M |
Top Sells
| 1 | +$9.68M | |
| 2 | +$2.59M | |
| 3 | +$2.43M | |
| 4 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$2.31M |
| 5 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
+$2.3M |
Sector Composition
| 1 | Technology | 25.39% |
| 2 | Consumer Staples | 14.88% |
| 3 | Healthcare | 13.97% |
| 4 | Communication Services | 9.61% |
| 5 | Financials | 2.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
iShares Core US Aggregate Bond ETF
AGG
$133B
| – | – |
-372
|
|