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
$235M
AUM Growth
-$9.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$996K
3
+$991K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$900K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$570K

Top Sells

1
+$6.17M
2
+$887K
3
+$497K
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$379K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$345K

Sector Composition

1 Technology 0.84%
2 Financials 0.43%
3 Healthcare 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$270K 0.12%
2,108
-94
52
$260K 0.11%
4,089
+5
53
$231K 0.1%
1,035
+1
54
$217K 0.09%
2,239
+4
55
$214K 0.09%
+2,899
56
$211K 0.09%
826
57
$210K 0.09%
1,298
+2
58
$17K 0.01%
2,769
59
– –
-80,407
60
– –
-11,439
61
– –
-4,862
1 2
3