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
+$5.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.68M
3
+$800K
4
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$799K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$657K

Top Sells

1
+$10.6M
2
+$636K
3
+$446K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$356K
5
MBB icon
iShares MBS ETF
MBB
+$243K

Sector Composition

1 Financials 1.7%
2 Technology 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.44M 1%
13,068
-1,275
27
$2.14M 0.88%
29,875
-1,293
28
$1.96M 0.8%
8,689
+591
29
$1.39M 0.57%
47,010
+903
30
$1.17M 0.48%
10,849
+7,424
31
$1.11M 0.46%
23,354
+16,790
32
$901K 0.37%
5,464
33
$834K 0.34%
2,917
34
$805K 0.33%
4,301
-468
35
$742K 0.3%
18,812
-1,252
36
$729K 0.3%
7,098
-916
37
$728K 0.3%
35,052
+6,353
38
$691K 0.28%
6,844
+103
39
$628K 0.26%
8,787
-428
40
$566K 0.23%
3,714
-524
41
$516K 0.21%
8,532
-12
42
$433K 0.18%
3,138
+197
43
$415K 0.17%
2,027
-66
44
$372K 0.15%
2,085
-292
45
$364K 0.15%
25,593
-855
46
$338K 0.14%
3,611
-293
47
$300K 0.12%
2,733
-464
48
$293K 0.12%
780
49
$272K 0.11%
3,889
-633
50
$268K 0.11%
1,311
-80
1
2
3