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
$244M
AUM Growth
+$5.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.68M
3
+$800K
4
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$799K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$657K

Top Sells

1
+$10.6M
2
+$636K
3
+$446K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$356K
5
MBB icon
iShares MBS ETF
MBB
+$243K

Sector Composition

1 Financials 1.7%
2 Technology 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$266K 0.11%
10,726
+166
52
$265K 0.11%
2,139
-3
53
$252K 0.1%
4,941
+10
54
$240K 0.1%
9,611
+2
55
$238K 0.1%
+3,307
56
$238K 0.1%
976
-1,831
57
$224K 0.09%
986
-25
58
$210K 0.09%
+2,397
59
$203K 0.08%
+1,040
60
– –
-1,511
61
– –
-4,979
1 2
3