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
$220M
AUM Growth
-$2.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$2.73M
3
+$2.61M
4
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$2.55M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$2.43M

Top Sells

1
+$8.91M
2
+$7.01M
3
+$5.42M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$583K

Sector Composition

1 Technology 0.63%
2 Financials 0.43%
3 Consumer Discretionary 0.14%
4 Healthcare 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$291K 0.13%
5,302
+217
52
$256K 0.12%
3,966
-15
53
$256K 0.12%
2,165
-11
54
$248K 0.11%
826
-242
55
$224K 0.1%
+9,610
56
$223K 0.1%
4,188
+308
57
$218K 0.1%
2,478
-1,932
58
$211K 0.1%
+1,325
59
$139K 0.06%
10,490
+416
60
$92K 0.04%
3,310
61
– –
-2,998
62
– –
-3,436
1 2
3