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
$194M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$16.5M
3
+$14.2M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$13.6M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$12.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 0.57%
2 Financials 0.54%
3 Healthcare 0.15%
4 Consumer Discretionary 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$10K 0.01%
+83
77
$9K ﹤0.01%
+50
78
$8K ﹤0.01%
+111
79
$5K ﹤0.01%
+66
80
– –
0
1 2 3
4