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
$228M
AUM Growth
+$2.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$804K
2
+$783K
3
+$531K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$434K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$339K

Top Sells

1
+$208K
2
+$165K
3
+$140K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$139K
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$44.7K

Sector Composition

1 Technology 0.67%
2 Financials 0.48%
3 Healthcare 0.02%
4 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$281K 0.12%
5,124
-218
52
$268K 0.12%
4,017
53
$257K 0.11%
2,185
+15
54
$244K 0.11%
1,033
-83
55
$242K 0.11%
825
56
$214K 0.09%
2,232
-249
57
$207K 0.09%
1,293
+2
58
$54K 0.02%
3,310
59
– –
-1,220
1 2
3