LWA
LWS Wealth Advisors Portfolio holdings
AUM
$266M
This Quarter Return
-12.04%
1 Year Return
+12.97%
3 Year Return
+8.87%
5 Year Return
–
10 Year Return
–
AUM
$212M
AUM Growth
+$212M
(-9.5%)
Cap. Flow
+$6.05M
Cap. Flow
% of AUM
2.85%
Top 10 Holdings %
Top 10 Hldgs %
57.6%
Holding
64
New
6
Increased
25
Reduced
25
Closed
4
Top Buys
| 1 |
First Trust Preferred Securities and Income ETF
FPE
|
$3.23M |
| 2 |
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
|
$3.19M |
| 3 |
Blackrock
BLK
|
$2.23M |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
$1.76M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
$1.61M |
Top Sells
Sector Composition
| 1 | Financials | 1.43% |
| 2 | Technology | 0.75% |
| 3 | Healthcare | 0% |
