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
$261M
AUM Growth
+$48.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$29.7M
2
+$22.9M
3
+$8.74M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$3.03M
5
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$2.8M

Top Sells

1
+$2.93M
2
+$2.78M
3
+$1.22M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$827K
5
PRU icon
Prudential Financial
PRU
+$810K

Sector Composition

1 Financials 0.77%
2 Technology 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.08M 0.8%
16,308
+733
27
$2.02M 0.77%
3,664
28
$1.72M 0.66%
4,811
-1,359
29
$1.44M 0.55%
25,685
-11,371
30
$1.37M 0.52%
6,941
+346
31
$1.19M 0.46%
39,841
+934
32
$1.04M 0.4%
29,947
-23,689
33
$794K 0.3%
4,889
-875
34
$783K 0.3%
5,663
+18
35
$751K 0.29%
2,917
36
$738K 0.28%
8,195
-77
37
$662K 0.25%
4,012
-765
38
$632K 0.24%
7,030
39
$626K 0.24%
9,938
+900
40
$607K 0.23%
2,886
-302
41
$605K 0.23%
4,451
-1,055
42
$567K 0.22%
21,939
+768
43
$527K 0.2%
8,475
-2,013
44
$477K 0.18%
20,064
-123,086
45
$448K 0.17%
9,727
+1,908
46
$406K 0.16%
8,402
+4,225
47
$393K 0.15%
24,261
48
$370K 0.14%
2,124
49
$363K 0.14%
2,941
-5
50
$348K 0.13%
20,817
-166,393
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