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
$191M
AUM Growth
+$37.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$7.67M
3
+$3.61M
4
FHLC icon
Fidelity MSCI Health Care Index ETF
FHLC
+$3.04M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.79M

Top Sells

1
+$19.7M
2
+$2.29M
3
+$1.44M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.01M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$826K

Sector Composition

1 Technology 0.62%
2 Financials 0.33%
3 Consumer Discretionary 0.16%
4 Healthcare 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$268K 0.14%
4,399
-4,423
52
$244K 0.13%
+3,624
53
$241K 0.13%
+1,164
54
$204K 0.11%
+11,844
55
$100K 0.05%
+10,085
56
$71K 0.04%
2,285
+40
57
– –
-28,699
58
– –
-249,674
1 2
3