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
$212M
AUM Growth
-$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$3.23M
2
+$3.19M
3
+$2.23M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.76M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.61M

Top Sells

1
+$3.18M
2
+$3.14M
3
+$942K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$593K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$518K

Sector Composition

1 Financials 1.43%
2 Technology 0.75%
3 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.32M 1.09%
37,056
+25,775
27
$2.23M 1.05%
+3,664
28
$2.15M 1.01%
53,636
+43,813
29
$2.09M 0.98%
15,575
+149
30
$1.37M 0.65%
6,595
+458
31
$1.24M 0.58%
38,907
-985
32
$1.22M 0.57%
15,839
+8,527
33
$994K 0.47%
5,764
-2,864
34
$810K 0.38%
2,917
35
$810K 0.38%
8,470
36
$809K 0.38%
+4,777
37
$798K 0.38%
5,506
+1,497
38
$781K 0.37%
8,272
-40
39
$772K 0.36%
5,645
40
$697K 0.33%
3,188
+18
41
$678K 0.32%
+10,488
42
$676K 0.32%
7,030
-426
43
$576K 0.27%
9,038
+337
44
$575K 0.27%
21,171
-3,169
45
$438K 0.21%
24,261
-1,890
46
$401K 0.19%
8,389
-1,574
47
$389K 0.18%
2,946
-204
48
$386K 0.18%
2,124
+1
49
$379K 0.18%
+3,568
50
$370K 0.17%
+7,819
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