LWA

LWS Wealth Advisors Portfolio holdings

AUM $266M
1-Year Est. Return 12.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$154M
AUM Growth
-$40.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$3.22M
2
+$2.84M
3
+$2.25M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.67M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.63M

Top Sells

1
+$2.02M
2
+$1.74M
3
+$1.54M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.47M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.46M

Sector Composition

1 Technology 0.65%
2 Financials 0.28%
3 Consumer Discretionary 0.16%
4 Healthcare 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
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