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
$222M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$2.55M
3
+$1.04M
4
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$1M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$642K

Top Sells

1
+$4.44M
2
+$1.44M
3
+$1.42M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.02M
5
MBB icon
iShares MBS ETF
MBB
+$1.01M

Sector Composition

1 Technology 0.66%
2 Financials 0.36%
3 Consumer Discretionary 0.15%
4 Healthcare 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.47M 0.66%
32,350
+22,799
27
$1.47M 0.66%
16,974
+320
28
$1.25M 0.56%
7,277
+98
29
$1.22M 0.55%
16,925
+105
30
$1.14M 0.51%
37,271
+1,227
31
$1.09M 0.49%
5,162
+76
32
$1.07M 0.48%
2,851
+334
33
$961K 0.43%
8,132
-8,637
34
$907K 0.41%
3,762
-1
35
$806K 0.36%
10,319
36
$762K 0.34%
2,917
37
$699K 0.31%
5,265
-324
38
$588K 0.26%
6,770
-17
39
$496K 0.22%
15,171
-615
40
$486K 0.22%
2,387
-53
41
$415K 0.19%
5,106
-120
42
$412K 0.19%
3,016
+3
43
$410K 0.18%
3,450
44
$403K 0.18%
3,530
-62
45
$385K 0.17%
25,223
-242
46
$363K 0.16%
4,410
+10
47
$353K 0.16%
1,667
-31
48
$349K 0.16%
12,964
-799
49
$339K 0.15%
4,640
+117
50
$337K 0.15%
2,080
+100
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2
3