LWA
LWS Wealth Advisors Portfolio holdings
AUM
$266M
This Quarter Return
+3.44%
1 Year Return
+12.97%
3 Year Return
+8.87%
5 Year Return
–
10 Year Return
–
AUM
$237M
AUM Growth
+$237M
(-2.7%)
Cap. Flow
-$14.6M
Cap. Flow
% of AUM
-6.14%
Top 10 Holdings %
Top 10 Hldgs %
58.87%
Holding
61
New
2
Increased
30
Reduced
25
Closed
2
Top Buys
Top Sells
| 1 |
First Trust Short Duration Managed Municipal ETF
FSMB
|
$10.1M |
| 2 |
iShares S&P 500 Growth ETF
IVW
|
$2.85M |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
$813K |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$640K |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
$638K |
Sector Composition
| 1 | Financials | 1.8% |
| 2 | Technology | 0.82% |
