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
$204M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$3.26M
3
+$612K
4
FHLC icon
Fidelity MSCI Health Care Index ETF
FHLC
+$462K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$206K

Top Sells

1
+$606K
2
+$540K
3
+$532K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$511K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$500K

Sector Composition

1 Technology 0.64%
2 Financials 0.32%
3 Consumer Discretionary 0.15%
4 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$288K 0.14%
4,523
+124
52
$273K 0.13%
3,624
53
$244K 0.12%
1,100
-64
54
$221K 0.11%
11,964
+120
55
$206K 0.1%
+2,724
56
$81K 0.04%
10,239
+154
57
– –
-2,285
1 2
3