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
$244M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$696K
2
+$676K
3
+$519K
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$502K
5
MBB icon
iShares MBS ETF
MBB
+$479K

Top Sells

1
+$205K
2
+$48.4K
3
+$28.1K
4
USCI icon
US Commodity Index
USCI
+$16.2K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$15K

Sector Composition

1 Technology 0.9%
2 Financials 0.46%
3 Healthcare 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.4M 9.57%
49,055
-59
2
$19.1M 7.81%
111,115
+417
3
$18.1M 7.4%
170,867
+4,740
4
$15.6M 6.39%
209,439
+9,330
5
$12.1M 4.96%
240,433
+13,405
6
$11.8M 4.83%
110,021
+4,459
7
$11M 4.5%
183,753
+3,911
8
$10.9M 4.47%
130,639
-2,445
9
$10.2M 4.17%
65,157
+1,220
10
$9.4M 3.84%
60,357
+877
11
$9.32M 3.81%
94,640
+1,911
12
$8.13M 3.33%
143,600
+85
13
$8.04M 3.29%
70,187
+457
14
$7.5M 3.07%
289,352
+7,246
15
$6.95M 2.84%
136,147
+4,018
16
$6.94M 2.84%
153,162
+4,461
17
$6.17M 2.53%
80,407
+2,585
18
$6.11M 2.5%
45,638
+1,864
19
$4.56M 1.86%
17,894
+319
20
$4.14M 1.7%
83,797
+4,082
21
$3.98M 1.63%
71,675
+741
22
$3.89M 1.59%
17,197
+637
23
$3.15M 1.29%
14,238
+249
24
$2.41M 0.98%
14,781
+109
25
$1.89M 0.77%
8,619
+8
1
2 3