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
$191M
AUM Growth
+$37.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$7.67M
3
+$3.61M
4
FHLC icon
Fidelity MSCI Health Care Index ETF
FHLC
+$3.04M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.79M

Top Sells

1
+$19.7M
2
+$2.29M
3
+$1.44M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.01M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$826K

Sector Composition

1 Technology 0.62%
2 Financials 0.33%
3 Consumer Discretionary 0.16%
4 Healthcare 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.11M 0.58%
16,748
-3,136
27
$1.05M 0.55%
7,365
-605
28
$983K 0.51%
35,650
+4,776
29
$960K 0.5%
17,136
-5,852
30
$939K 0.49%
5,470
-134
31
$836K 0.44%
2,710
-407
32
$782K 0.41%
4,072
-313
33
$700K 0.37%
29,876
+7,528
34
$680K 0.36%
3,169
-135
35
$628K 0.33%
10,319
+2,087
36
$527K 0.28%
7,198
-1,726
37
$510K 0.27%
5,588
-1,544
38
$436K 0.23%
2,666
-303
39
$430K 0.23%
16,168
+3,457
40
$404K 0.21%
9,419
+2,164
41
$346K 0.18%
13,724
+3,415
42
$340K 0.18%
3,019
-531
43
$339K 0.18%
3,406
-1,545
44
$334K 0.17%
+25,832
45
$318K 0.17%
5,290
-3,362
46
$308K 0.16%
5,782
-10
47
$307K 0.16%
3,388
-3,258
48
$306K 0.16%
1,853
-35
49
$299K 0.16%
4,476
-138
50
$298K 0.16%
2,160
1
2
3