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
$239M
AUM Growth
-$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$993K
2
+$897K
3
+$364K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$361K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$360K

Top Sells

1
+$22.9M
2
+$8.74M
3
+$8.02M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.18M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$375K

Sector Composition

1 Financials 1.09%
2 Technology 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.39M 1%
16,888
+580
27
$2.05M 0.86%
31,168
+5,483
28
$1.7M 0.71%
8,098
+1,157
29
$1.24M 0.52%
46,107
+6,266
30
$813K 0.34%
4,769
-120
31
$808K 0.34%
8,014
-181
32
$778K 0.33%
2,917
33
$760K 0.32%
20,064
-9,883
34
$710K 0.3%
5,464
-199
35
$693K 0.29%
6,741
-289
36
$643K 0.27%
4,238
-213
37
$633K 0.27%
28,699
+6,760
38
$629K 0.26%
9,215
-723
39
$601K 0.25%
2,807
-79
40
$478K 0.2%
8,544
+142
41
$415K 0.17%
2,377
-1,635
42
$413K 0.17%
2,941
43
$391K 0.16%
26,448
+2,187
44
$361K 0.15%
+3,425
45
$360K 0.15%
2,093
-31
46
$357K 0.15%
3,904
-38
47
$345K 0.14%
3,197
+264
48
$308K 0.13%
6,564
-3,163
49
$305K 0.13%
4,522
-3,953
50
$274K 0.11%
780
1
2
3