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
$194M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$16.5M
3
+$14.2M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$13.6M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$12.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 0.57%
2 Financials 0.54%
3 Healthcare 0.15%
4 Consumer Discretionary 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$253K 0.13%
+1,183
52
$240K 0.12%
+1,451
53
$226K 0.12%
+2,105
54
$211K 0.11%
+3,624
55
$202K 0.1%
+3,086
56
$200K 0.1%
+2,160
57
$175K 0.09%
+2,937
58
$167K 0.09%
+1,405
59
$152K 0.08%
+931
60
$144K 0.07%
+2,936
61
$139K 0.07%
+1,082
62
$130K 0.07%
+8,116
63
$109K 0.06%
+2,147
64
$104K 0.05%
+923
65
$76K 0.04%
+513
66
$62K 0.03%
+28,699
67
$61K 0.03%
+540
68
$52K 0.03%
+261
69
$47K 0.02%
+1,213
70
$45K 0.02%
+1,257
71
$41K 0.02%
+301
72
$30K 0.02%
+183
73
$30K 0.02%
+233
74
$16K 0.01%
+166
75
$11K 0.01%
+320
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3
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