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
$239M
AUM Growth
-$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$993K
2
+$897K
3
+$364K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$361K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$360K

Top Sells

1
+$22.9M
2
+$8.74M
3
+$8.02M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.18M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$375K

Sector Composition

1 Financials 1.09%
2 Technology 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$268K 0.11%
2,142
+7
52
$266K 0.11%
1,391
-6
53
$256K 0.11%
10,560
-9,504
54
$246K 0.1%
4,931
-171
55
$234K 0.1%
9,609
-2,287
56
$233K 0.1%
+4,979
57
$217K 0.09%
1,011
-14
58
$209K 0.09%
+1,511
59
– –
-20,817
60
– –
-401,610
61
– –
-476,081
1 2
3