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
$235M
AUM Growth
-$9.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$996K
3
+$991K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$900K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$570K

Top Sells

1
+$6.17M
2
+$887K
3
+$497K
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$379K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$345K

Sector Composition

1 Technology 0.84%
2 Financials 0.43%
3 Healthcare 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.53M 0.65%
6,137
-64
27
$1.35M 0.58%
39,892
+870
28
$1M 0.43%
8,470
-1,849
29
$986K 0.42%
5,645
+82
30
$984K 0.42%
2,917
31
$911K 0.39%
8,312
-227
32
$880K 0.37%
3,170
+2
33
$830K 0.35%
11,281
+6,746
34
$800K 0.34%
7,456
+23
35
$699K 0.3%
24,340
+11,048
36
$672K 0.29%
8,701
+78
37
$665K 0.28%
4,009
-5
38
$570K 0.24%
+7,312
39
$500K 0.21%
2,123
+1
40
$499K 0.21%
+9,963
41
$466K 0.2%
3,150
-124
42
$461K 0.2%
26,151
-5,638
43
$444K 0.19%
9,823
-7,630
44
$422K 0.18%
4,126
-95
45
$368K 0.16%
2,941
+4
46
$324K 0.14%
780
47
$320K 0.14%
1,405
+2
48
$312K 0.13%
11,880
+150
49
$287K 0.12%
10,956
-1,082
50
$271K 0.12%
4,967
-167
1
2
3