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
$237M
AUM Growth
-$6.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$413K
2
+$396K
3
+$274K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$238K
5
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$235K

Top Sells

1
+$10.1M
2
+$2.85M
3
+$813K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$640K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$638K

Sector Composition

1 Financials 1.8%
2 Technology 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.2M 0.93%
9,022
+333
27
$1.86M 0.78%
25,609
-4,266
28
$1.47M 0.62%
74,342
-509,441
29
$1.41M 0.59%
45,467
-1,543
30
$1.4M 0.59%
13,082
+2,233
31
$1.33M 0.56%
28,359
+5,005
32
$1.05M 0.44%
5,410
-54
33
$900K 0.38%
2,917
34
$842K 0.36%
4,067
-234
35
$819K 0.35%
40,606
+5,554
36
$805K 0.34%
7,755
+911
37
$780K 0.33%
7,283
+185
38
$674K 0.28%
8,990
+203
39
$659K 0.28%
16,646
-2,166
40
$635K 0.27%
4,021
+307
41
$529K 0.22%
8,653
+121
42
$485K 0.2%
3,415
+277
43
$405K 0.17%
1,721
-306
44
$351K 0.15%
3,696
+85
45
$339K 0.14%
2,947
+214
46
$339K 0.14%
1,808
-277
47
$291K 0.12%
1,323
+12
48
$284K 0.12%
3,896
+7
49
$274K 0.12%
+8,784
50
$270K 0.11%
10,948
+222
1
2
3