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
$228M
AUM Growth
+$2.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$804K
2
+$783K
3
+$531K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$434K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$339K

Top Sells

1
+$208K
2
+$165K
3
+$140K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$139K
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$44.7K

Sector Composition

1 Technology 0.67%
2 Financials 0.48%
3 Healthcare 0.02%
4 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.54M 0.68%
6,384
+20
27
$1.3M 0.57%
37,886
-1,301
28
$1.22M 0.54%
2,851
-27
29
$1.09M 0.48%
10,319
30
$933K 0.41%
2,917
31
$877K 0.38%
3,201
+1
32
$877K 0.38%
8,515
+66
33
$722K 0.32%
7,378
-25
34
$682K 0.3%
8,617
+46
35
$628K 0.28%
4,014
+1
36
$590K 0.26%
4,166
-240
37
$498K 0.22%
2,121
-150
38
$483K 0.21%
11,813
-696
39
$455K 0.2%
21,600
-1,262
40
$443K 0.19%
3,274
+27
41
$424K 0.19%
4,211
+69
42
$382K 0.17%
2,934
+2
43
$346K 0.15%
4,434
+72
44
$344K 0.15%
6,829
+1,066
45
$325K 0.14%
+1,465
46
$322K 0.14%
11,746
-501
47
$308K 0.14%
+780
48
$308K 0.14%
+4,862
49
$295K 0.13%
10,524
+1,315
50
$288K 0.13%
11,640
-504
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