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LWA
LWS Wealth Advisors Portfolio holdings
AUM
$266M
1-Year Est. Return
12.97%
This Fund
S&P 500
This Quarter
Est. Return
+4.83%
1 Year Est. Return
+12.97%
3 Year Est. Return
+8.87%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$194M
AUM Growth
–
Cap. Flow
+$189M
Cap. Flow
% of AUM
97.49%
Top 10 Holdings %
Top 10 Hldgs %
67.19%
Holding
79
New
79
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$21.5M |
| 2 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$16.5M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$13.5M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$13.2M |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
+$12.5M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 0.57% |
| 2 | Financials | 0.54% |
| 3 | Healthcare | 0.15% |
| 4 | Consumer Discretionary | 0.13% |
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LWS Wealth Advisors's Q4 2019 Portfolio in Review
Q4 2019 is the first quarter with a 13F filing on record for LWS Wealth Advisors, which disclosed 79 positions worth $194M. Its ten largest holdings account for 67% of the portfolio.
Its largest position is Vanguard Short-Term Corporate Bond ETF: 265,412 shares worth $21.5M.
By sector, the portfolio is most concentrated in Technology at 0.57% of assets, followed by Financials and Healthcare.
- LWS Wealth Advisors's largest Q4 2019 buy was Vanguard Short-Term Corporate Bond ETF: 265,412 shares worth $21.5M.
- LWS Wealth Advisors's ten largest holdings make up 67% of its $194M portfolio in Q4 2019.
- LWS Wealth Advisors disclosed 79 positions in Q4 2019, its first 13F filing on record.
Based on LWS Wealth Advisors's 13F filing for Q4 2019, filed 6 Feb 2020.