LWA
LWS Wealth Advisors Portfolio holdings
AUM
$266M
This Quarter Return
+4.98%
1 Year Return
+12.97%
3 Year Return
+8.87%
5 Year Return
–
10 Year Return
–
AUM
$244M
AUM Growth
+$244M
(+7.2%)
Cap. Flow
+$5.53M
Cap. Flow
% of AUM
2.26%
Top 10 Holdings %
Top 10 Hldgs %
57.95%
Holding
58
New
–
Increased
44
Reduced
8
Closed
–
Top Buys
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
$696K |
| 2 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
$676K |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
$519K |
| 4 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$502K |
| 5 |
iShares MBS ETF
MBB
|
$479K |
Top Sells
| 1 |
iShares S&P 500 Growth ETF
IVW
|
$205K |
| 2 |
iShares Russell 1000 ETF
IWB
|
$48.4K |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$28.1K |
| 4 |
US Commodity Index
USCI
|
$16.2K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$15K |
Sector Composition
| 1 | Technology | 0.9% |
| 2 | Financials | 0.46% |
| 3 | Healthcare | 0.02% |
