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
$154M
AUM Growth
-$40.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.9M
3
+$1.35M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.29M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.09M

Top Sells

1
+$1.69M
2
+$1.44M
3
+$1.3M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.24M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.19M

Sector Composition

1 Technology 0.65%
2 Financials 0.28%
3 Consumer Discretionary 0.16%
4 Healthcare 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-1,257
77
– –
-8,116
78
– –
-2,147
79
– –
-111
80
– –
-4,946
81
– –
-183
82
– –
-1,082
1 2 3
4