LWA
LWS Wealth Advisors Portfolio holdings
AUM
$266M
This Quarter Return
+9.85%
1 Year Return
+12.97%
3 Year Return
+8.87%
5 Year Return
–
10 Year Return
–
AUM
$222M
AUM Growth
+$222M
(+9.3%)
Cap. Flow
+$9.37M
Cap. Flow
% of AUM
4.21%
Top 10 Holdings %
Top 10 Hldgs %
60.18%
Holding
60
New
4
Increased
32
Reduced
21
Closed
–
Top Buys
Top Sells
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
$4.44M |
| 2 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$1.44M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.42M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.02M |
| 5 |
iShares MBS ETF
MBB
|
$1.01M |
Sector Composition
| 1 | Technology | 0.66% |
| 2 | Financials | 0.36% |
| 3 | Consumer Discretionary | 0.15% |
| 4 | Healthcare | 0.03% |
