LWA
LWS Wealth Advisors Portfolio holdings
AUM
$266M
This Quarter Return
+4.83%
1 Year Return
+12.97%
3 Year Return
+8.87%
5 Year Return
–
10 Year Return
–
AUM
$194M
AUM Growth
–
Cap. Flow
+$194M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
67.19%
Holding
80
New
79
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$21.5M |
| 2 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$16.5M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$14.2M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
$13.6M |
| 5 |
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% |
