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
$261M
AUM Growth
+$48.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$29.7M
2
+$22.9M
3
+$8.74M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$3.03M
5
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$2.8M

Top Sells

1
+$2.93M
2
+$2.78M
3
+$1.22M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$827K
5
PRU icon
Prudential Financial
PRU
+$810K

Sector Composition

1 Financials 0.77%
2 Technology 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$325K 0.12%
3,942
+97
52
$298K 0.11%
2,933
+6
53
$290K 0.11%
+11,896
54
$256K 0.1%
780
55
$252K 0.1%
5,102
+61
56
$251K 0.1%
1,397
-57
57
$238K 0.09%
2,135
+14
58
$212K 0.08%
1,025
+4
59
– –
-15,839
60
– –
-1,503
61
– –
-3,568
62
– –
-8,470
63
– –
-11,997
64
– –
-8,389
1 2
3