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
$244M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$696K
2
+$676K
3
+$519K
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$502K
5
MBB icon
iShares MBS ETF
MBB
+$479K

Top Sells

1
+$205K
2
+$48.4K
3
+$28.1K
4
USCI icon
US Commodity Index
USCI
+$16.2K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$15K

Sector Composition

1 Technology 0.9%
2 Financials 0.46%
3 Healthcare 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.64M 0.67%
6,201
-183
27
$1.38M 0.56%
39,022
+1,136
28
$1.34M 0.55%
2,830
-21
29
$1.21M 0.49%
2,917
30
$1.12M 0.46%
10,319
31
$988K 0.4%
5,563
+1,397
32
$968K 0.4%
3,168
-33
33
$945K 0.39%
8,539
+24
34
$853K 0.35%
17,453
+10,624
35
$794K 0.32%
7,433
+55
36
$735K 0.3%
8,623
+6
37
$674K 0.28%
4,014
38
$553K 0.23%
2,122
+1
39
$497K 0.2%
11,439
-374
40
$482K 0.2%
3,274
41
$447K 0.18%
31,789
+10,189
42
$441K 0.18%
4,221
+10
43
$408K 0.17%
2,937
+3
44
$357K 0.15%
4,535
+101
45
$341K 0.14%
780
46
$339K 0.14%
1,403
-62
47
$327K 0.13%
12,038
+292
48
$316K 0.13%
11,730
+90
49
$309K 0.13%
4,862
50
$306K 0.13%
13,292
+2,768
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