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
$220M
AUM Growth
-$2.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$2.73M
3
+$2.61M
4
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$2.55M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$2.43M

Top Sells

1
+$8.91M
2
+$7.01M
3
+$5.42M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$583K

Sector Composition

1 Technology 0.63%
2 Financials 0.43%
3 Consumer Discretionary 0.14%
4 Healthcare 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.25M 1.02%
15,907
+248
27
$1.56M 0.71%
8,680
+1,403
28
$1.29M 0.58%
39,084
+1,813
29
$1.27M 0.58%
12,483
-4,491
30
$1.21M 0.55%
5,423
+261
31
$1.11M 0.5%
2,797
-54
32
$940K 0.43%
10,319
33
$856K 0.39%
10,928
-5,997
34
$822K 0.37%
3,383
-379
35
$806K 0.37%
2,917
36
$672K 0.3%
7,055
+285
37
$593K 0.27%
4,851
-414
38
$522K 0.24%
14,650
-521
39
$507K 0.23%
2,451
+64
40
$457K 0.21%
3,018
+2
41
$454K 0.21%
3,450
42
$442K 0.2%
3,880
-4,252
43
$431K 0.2%
24,982
-241
44
$365K 0.17%
2,848
-682
45
$344K 0.16%
4,532
-108
46
$343K 0.16%
12,538
-426
47
$324K 0.15%
3,214
-1,892
48
$308K 0.14%
2,000
-80
49
$295K 0.13%
1,377
-290
50
$294K 0.13%
12,096
-222
1
2
3