LWA
LWS Wealth Advisors Portfolio holdings
AUM
$266M
This Quarter Return
-3.57%
1 Year Return
+12.97%
3 Year Return
+8.87%
5 Year Return
–
10 Year Return
–
AUM
$229M
AUM Growth
+$229M
(-3.6%)
Cap. Flow
-$201K
Cap. Flow
% of AUM
-0.09%
Top 10 Holdings %
Top 10 Hldgs %
58.76%
Holding
61
New
2
Increased
31
Reduced
19
Closed
5
Top Buys
| 1 |
iShares MBS ETF
MBB
|
$3.08M |
| 2 |
iMGP DBi Managed Futures Strategy ETF
DBMF
|
$1.14M |
| 3 |
iShares National Muni Bond ETF
MUB
|
$607K |
| 4 |
iShares S&P 500 Value ETF
IVE
|
$396K |
| 5 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$340K |
Top Sells
Sector Composition
| 1 | Financials | 1.75% |
| 2 | Technology | 0.81% |
