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
$225M
AUM Growth
+$4.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$8.41M
2
+$8.32M
3
+$3.38M
4
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$2.77M
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$2.65M

Top Sells

1
+$10.4M
2
+$7.88M
3
+$7.85M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$7.5M
5
MBB icon
iShares MBS ETF
MBB
+$4.56M

Sector Composition

1 Technology 0.65%
2 Financials 0.47%
3 Consumer Discretionary 0.09%
4 Healthcare 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.54M 0.68%
6,364
+941
27
$1.36M 0.6%
39,187
+103
28
$1.23M 0.55%
2,878
+81
29
$1.06M 0.47%
10,319
30
$890K 0.4%
8,449
-4,034
31
$869K 0.39%
3,200
-183
32
$860K 0.38%
2,917
33
$737K 0.33%
7,403
+348
34
$694K 0.31%
8,571
-2,357
35
$636K 0.28%
4,013
+995
36
$603K 0.27%
4,406
-445
37
$525K 0.23%
2,271
-180
38
$505K 0.22%
12,509
-2,141
39
$459K 0.2%
22,862
-2,120
40
$446K 0.2%
3,247
-203
41
$437K 0.19%
4,142
+928
42
$389K 0.17%
2,932
+84
43
$344K 0.15%
4,362
-170
44
$338K 0.15%
12,247
-291
45
$318K 0.14%
5,763
+1,575
46
$306K 0.14%
12,144
+48
47
$294K 0.13%
5,342
+40
48
$271K 0.12%
4,017
+51
49
$265K 0.12%
2,170
+5
50
$264K 0.12%
1,116
-261
1
2
3