LWA
LWS Wealth Advisors Portfolio holdings
AUM
$266M
1-Year Return
12.97%
This Quarter Return
+4.26%
1 Year Return
+12.97%
3 Year Return
+8.87%
5 Year Return
–
10 Year Return
–
AUM
$220M
AUM Growth
-$2.05M
(-0.92%)
Cap. Flow
-$10.5M
Cap. Flow
% of AUM
-4.75%
Top 10 Holdings %
Top 10 Hldgs %
54.73%
Holding
62
New
2
Increased
26
Reduced
28
Closed
2
Top Buys
| 1 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$3.03M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$2.73M |
| 3 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
$2.61M |
| 4 |
Invesco Variable Rate Preferred ETF
VRP
|
$2.55M |
| 5 |
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
|
$2.43M |
Top Sells
| 1 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$8.91M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
$7.01M |
| 3 |
iShares MBS ETF
MBB
|
$5.42M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$3M |
| 5 |
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% |
