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
$212M
AUM Growth
-$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$3.23M
2
+$3.19M
3
+$2.23M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.76M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.61M

Top Sells

1
+$3.18M
2
+$3.14M
3
+$942K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$593K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$518K

Sector Composition

1 Financials 1.43%
2 Technology 0.75%
3 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$342K 0.16%
3,845
-281
52
$308K 0.15%
2,927
-14
53
$286K 0.13%
11,997
+117
54
$274K 0.13%
1,454
+49
55
$271K 0.13%
780
56
$264K 0.12%
5,041
+74
57
$252K 0.12%
2,121
+13
58
$224K 0.11%
4,177
+88
59
$211K 0.1%
1,021
+195
60
$205K 0.1%
1,503
+205
61
– –
-2,899
62
– –
-2,239
63
– –
-1,035
64
– –
-2,769
1 2
3