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
$154M
AUM Growth
-$40.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.9M
3
+$1.35M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.29M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.09M

Top Sells

1
+$1.69M
2
+$1.44M
3
+$1.3M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.24M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.19M

Sector Composition

1 Technology 0.65%
2 Financials 0.28%
3 Consumer Discretionary 0.16%
4 Healthcare 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.02M 0.67%
22,988
-14,452
27
$945K 0.62%
7,970
+29
28
$803K 0.52%
3,117
-350
29
$793K 0.52%
5,604
-654
30
$748K 0.49%
30,874
-1,433
31
$661K 0.43%
4,385
-139
32
$589K 0.38%
8,924
+371
33
$539K 0.35%
3,304
+1
34
$480K 0.31%
22,348
-3,954
35
$472K 0.31%
8,822
-18,003
36
$458K 0.3%
6,646
-2,400
37
$453K 0.3%
7,132
+1,428
38
$441K 0.29%
+4,951
39
$432K 0.28%
8,652
-2,530
40
$429K 0.28%
8,232
41
$377K 0.25%
2,969
-228
42
$352K 0.23%
3,550
-27
43
$329K 0.21%
12,711
+304
44
$300K 0.2%
5,792
-77
45
$296K 0.19%
7,255
-2,350
46
$253K 0.16%
4,614
-88
47
$243K 0.16%
10,309
-3,189
48
$239K 0.16%
1,888
-74
49
$211K 0.14%
2,160
50
$61K 0.04%
+2,245
1
2
3 4