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
$244M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$696K
2
+$676K
3
+$519K
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$502K
5
MBB icon
iShares MBS ETF
MBB
+$479K

Top Sells

1
+$205K
2
+$48.4K
3
+$28.1K
4
USCI icon
US Commodity Index
USCI
+$16.2K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$15K

Sector Composition

1 Technology 0.9%
2 Financials 0.46%
3 Healthcare 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$284K 0.12%
2,202
+17
52
$283K 0.12%
5,134
+10
53
$276K 0.11%
4,084
+67
54
$263K 0.11%
1,034
+1
55
$242K 0.1%
826
+1
56
$238K 0.1%
2,235
+3
57
$215K 0.09%
1,296
+3
58
$41K 0.02%
2,769
-541
1 2
3