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
$266M
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.52M
3
+$1.49M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.47M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.43M

Top Sells

1
+$4M
2
+$122K
3
+$80.3K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$74K
5
AAPL icon
Apple
AAPL
+$56.8K

Sector Composition

1 Technology 1.03%
2 Industrials 0.34%
3 Utilities 0.26%
4 Consumer Staples 0.22%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWM icon
51
iShares Russell 2000 ETF
IWM
$69.9B
$369K 0.14%
1,837
-35
IJT icon
52
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.23B
$365K 0.14%
2,913
+12
VTI icon
53
Vanguard Total Stock Market ETF
VTI
$543B
$306K 0.11%
1,291
-24
IWR icon
54
iShares Russell Mid-Cap ETF
IWR
$44.3B
$298K 0.11%
3,835
-83
SJNK icon
55
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.91B
$287K 0.11%
11,407
+275
SDY icon
56
SPDR S&P Dividend ETF
SDY
$20.2B
$272K 0.1%
2,174
+7
ESGD icon
57
iShares ESG Aware MSCI EAFE ETF
ESGD
$10.3B
$255K 0.1%
3,374
+42
IWO icon
58
iShares Russell 2000 Growth ETF
IWO
$13.1B
$242K 0.09%
960
+10
STPZ icon
59
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$451M
$237K 0.09%
4,633
-358
IWN icon
60
iShares Russell 2000 Value ETF
IWN
$12B
$234K 0.09%
1,509
+8
VOT icon
61
Vanguard Mid-Cap Growth ETF
VOT
$17.7B
$229K 0.09%
1,043
+2
SUSA icon
62
iShares ESG Optimized MSCI USA ETF
SUSA
$3.66B
$219K 0.08%
+2,181
WEC icon
63
WEC Energy
WEC
$37.6B
$219K 0.08%
+2,600
EWJ icon
64
iShares MSCI Japan ETF
EWJ
$15.9B
$212K 0.08%
+3,310
FTSL icon
65
First Trust Senior Loan Fund ETF
FTSL
$2.4B
$212K 0.08%
+4,601
BLK icon
66
Blackrock
BLK
$180B
– –
-6,179
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