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
$222M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$2.55M
3
+$1.04M
4
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$1M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$642K

Top Sells

1
+$4.44M
2
+$1.44M
3
+$1.42M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.02M
5
MBB icon
iShares MBS ETF
MBB
+$1.01M

Sector Composition

1 Technology 0.66%
2 Financials 0.36%
3 Consumer Discretionary 0.15%
4 Healthcare 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$306K 0.14%
1,068
-32
52
$292K 0.13%
3,436
-188
53
$275K 0.12%
5,085
-558
54
$263K 0.12%
12,318
+354
55
$259K 0.12%
2,998
+274
56
$245K 0.11%
+3,981
57
$231K 0.1%
+2,176
58
$201K 0.09%
+3,880
59
$102K 0.05%
10,074
-165
60
$56K 0.03%
+3,310
1 2
3