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
$237M
AUM Growth
-$6.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Sells

1 +$10.1M
2 +$2.85M
3 +$813K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$640K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$638K

Sector Composition

1 Financials 1.8%
2 Technology 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$267K 0.11%
19,589
-6,004
52
$264K 0.11%
2,153
+14
53
$255K 0.11%
926
-50
54
$250K 0.11%
4,964
+23
55
$243K 0.1%
3,332
+25
56
$229K 0.1%
944
-42
57
$216K 0.09%
1,048
+8
58
$211K 0.09%
+1,501
59
$203K 0.09%
2,173
-224
60
-9,611
61
-780