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
$204M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$3.26M
3
+$612K
4
FHLC icon
Fidelity MSCI Health Care Index ETF
FHLC
+$462K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$206K

Top Sells

1
+$606K
2
+$540K
3
+$532K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$511K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$500K

Sector Composition

1 Technology 0.64%
2 Financials 0.32%
3 Consumer Discretionary 0.15%
4 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.12M 0.55%
16,654
-94
27
$1.12M 0.55%
7,179
-186
28
$1.01M 0.49%
16,820
-316
29
$992K 0.49%
36,044
+394
30
$952K 0.47%
5,086
-384
31
$843K 0.41%
2,517
-193
32
$816K 0.4%
3,763
-309
33
$741K 0.36%
30,082
+206
34
$659K 0.32%
2,917
-252
35
$655K 0.32%
10,319
36
$647K 0.32%
5,589
+1
37
$521K 0.26%
6,787
-411
38
$468K 0.23%
15,786
-382
39
$452K 0.22%
2,440
-226
40
$420K 0.21%
9,551
+132
41
$361K 0.18%
3,450
+44
42
$356K 0.17%
3,013
-6
43
$356K 0.17%
13,763
+39
44
$348K 0.17%
25,465
-367
45
$324K 0.16%
4,400
-76
46
$320K 0.16%
5,226
-64
47
$317K 0.16%
3,592
+204
48
$312K 0.15%
1,980
-180
49
$306K 0.15%
1,698
-155
50
$304K 0.15%
5,643
-139
1
2
3