LWA

LWS Wealth Advisors Portfolio holdings

AUM $266M
1-Year Est. Return 12.97%
This Quarter Est. Return
1 Year Est. Return
+12.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$194M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$16.5M
3
+$14.2M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$13.6M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$12.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 0.57%
2 Financials 0.54%
3 Healthcare 0.15%
4 Consumer Discretionary 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.12M 0.57%
+3,467
27
$986K 0.51%
+32,307
28
$899K 0.46%
+11,182
29
$875K 0.45%
+9,046
30
$796K 0.41%
+4,524
31
$772K 0.4%
+8,232
32
$746K 0.38%
+8,553
33
$696K 0.36%
+3,303
34
$679K 0.35%
+26,302
35
$658K 0.34%
+14,810
36
$624K 0.32%
+13,907
37
$581K 0.3%
+3,259
38
$488K 0.25%
+3,577
39
$466K 0.24%
+3,197
40
$458K 0.24%
+12,407
41
$446K 0.23%
+9,605
42
$419K 0.22%
+5,704
43
$364K 0.19%
+13,498
44
$359K 0.18%
+4,946
45
$315K 0.16%
+4,702
46
$311K 0.16%
+13,708
47
$311K 0.16%
+1,962
48
$307K 0.16%
+5,869
49
$282K 0.15%
+156,394
50
$267K 0.14%
+1,916
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