LWA
LWS Wealth Advisors Portfolio holdings
AUM
$266M
This Quarter Return
+11.91%
1 Year Return
+12.97%
3 Year Return
+8.87%
5 Year Return
–
10 Year Return
–
AUM
$191M
AUM Growth
+$191M
(+24%)
Cap. Flow
+$17M
Cap. Flow
% of AUM
8.88%
Top 10 Holdings %
Top 10 Hldgs %
63.5%
Holding
58
New
7
Increased
24
Reduced
24
Closed
2
Top Buys
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
$18.5M |
| 2 |
iShares MBS ETF
MBB
|
$7.67M |
| 3 |
Fidelity MSCI Consumer Staples Index ETF
FSTA
|
$3.61M |
| 4 |
Fidelity MSCI Health Care Index ETF
FHLC
|
$3.04M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.79M |
Top Sells
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$19.7M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$2.29M |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
$1.44M |
| 4 |
iShares S&P 500 Value ETF
IVE
|
$1.01M |
| 5 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$826K |
Sector Composition
| 1 | Technology | 0.62% |
| 2 | Financials | 0.33% |
| 3 | Consumer Discretionary | 0.16% |
| 4 | Healthcare | 0.04% |
