LWA
LWS Wealth Advisors Portfolio holdings
AUM
$266M
This Quarter Return
-13.78%
1 Year Return
+12.97%
3 Year Return
+8.87%
5 Year Return
–
10 Year Return
–
AUM
$154M
AUM Growth
+$154M
(-21%)
Cap. Flow
-$10.4M
Cap. Flow
% of AUM
-6.8%
Top 10 Holdings %
Top 10 Hldgs %
68.95%
Holding
82
New
2
Increased
14
Reduced
32
Closed
30
Top Buys
| 1 |
Vanguard Mid-Cap ETF
VO
|
$2.26M |
| 2 |
Vanguard Large-Cap ETF
VV
|
$1.9M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$1.35M |
| 4 |
Vanguard Small-Cap ETF
VB
|
$1.29M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.09M |
Top Sells
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
$1.69M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$1.44M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$1.3M |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$1.24M |
| 5 |
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% |
