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
$225M
AUM Growth
+$4.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$8.41M
2
+$8.32M
3
+$3.38M
4
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$2.77M
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$2.65M

Top Sells

1
+$10.4M
2
+$7.88M
3
+$7.85M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$7.5M
5
MBB icon
iShares MBS ETF
MBB
+$4.56M

Sector Composition

1 Technology 0.65%
2 Financials 0.47%
3 Consumer Discretionary 0.09%
4 Healthcare 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$257K 0.11%
825
-1
52
$243K 0.11%
9,209
-401
53
$237K 0.11%
2,481
+3
54
$214K 0.1%
1,291
-34
55
$208K 0.09%
1,220
-780
56
$84K 0.04%
3,310
57
– –
-3,880
58
– –
-189,981
59
– –
-91,295
60
– –
-10,490
61
– –
-133,115
62
– –
-189,408
1 2
3