LWA
LWS Wealth Advisors Portfolio holdings
AUM
$266M
This Quarter Return
+8.81%
1 Year Return
+12.97%
3 Year Return
+8.87%
5 Year Return
–
10 Year Return
–
AUM
$266M
AUM Growth
+$266M
(+17%)
Cap. Flow
+$18.3M
Cap. Flow
% of AUM
6.86%
Top 10 Holdings %
Top 10 Hldgs %
59.14%
Holding
66
New
10
Increased
36
Reduced
18
Closed
1
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$2.2M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$1.52M |
| 3 |
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
|
$1.49M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.47M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
$1.43M |
Top Sells
| 1 |
Blackrock
BLK
|
$4M |
| 2 |
First Trust Short Duration Managed Municipal ETF
FSMB
|
$122K |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
$80.3K |
| 4 |
iShares Russell 1000 ETF
IWB
|
$74K |
| 5 |
Apple
AAPL
|
$56.8K |
Sector Composition
| 1 | Technology | 1.03% |
| 2 | Industrials | 0.34% |
| 3 | Utilities | 0.26% |
| 4 | Consumer Staples | 0.22% |
| 5 | Financials | 0% |
