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
1
$19.7M 12.86%
249,674
-15,738
2
$16M 10.45%
303,260
-4,208
3
$11.7M 7.59%
105,558
-2,489
4
$11M 7.15%
106,257
+2,598
5
$10M 6.52%
38,752
-5,025
6
$9.81M 6.39%
99,953
-6,696
7
$8.73M 5.68%
174,917
-33,868
8
$7.12M 4.63%
172,464
-27,932
9
$6.52M 4.24%
226,580
-39,205
10
$5.28M 3.44%
54,812
-12,385
11
$4.97M 3.24%
122,871
-35,508
12
$3.17M 2.06%
51,069
-298
13
$3.02M 1.97%
53,882
-17,326
14
$2.9M 1.89%
57,360
-752
15
$2.73M 1.77%
34,820
-856
16
$2.69M 1.75%
20,419
+17,160
17
$2.6M 1.69%
60,550
+869
18
$2.54M 1.65%
78,530
+3,264
19
$2.19M 1.43%
67,333
-27,785
20
$1.96M 1.27%
16,534
+16,021
21
$1.84M 1.2%
54,911
+40,101
22
$1.51M 0.98%
110,639
+80,195
23
$1.45M 0.95%
12,583
+11,132
24
$1.09M 0.71%
19,884
-9,356
25
$1.07M 0.69%
12,688
+1,273
1
2 3 4