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
$235M
AUM Growth
-$9.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$996K
3
+$991K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$900K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$570K

Top Sells

1
+$6.17M
2
+$887K
3
+$497K
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$379K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$345K

Sector Composition

1 Technology 0.84%
2 Financials 0.43%
3 Healthcare 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.4M 9.1%
47,101
-1,954
2
$20M 8.52%
287,632
+78,193
3
$17.9M 7.61%
110,165
-950
4
$17.8M 7.6%
169,932
-935
5
$11.3M 4.8%
232,604
-7,829
6
$11.2M 4.77%
201,589
+17,836
7
$10.9M 4.65%
107,061
-2,960
8
$9.89M 4.21%
63,505
-1,652
9
$9.67M 4.12%
126,582
-4,057
10
$9.32M 3.97%
60,113
-244
11
$8.86M 3.77%
96,048
+1,408
12
$7.89M 3.36%
146,975
+3,375
13
$7.75M 3.3%
71,789
+1,602
14
$7.44M 3.17%
154,886
+18,739
15
$7.26M 3.09%
296,913
+7,561
16
$6.85M 2.92%
155,890
+2,728
17
$5.84M 2.49%
47,165
+1,527
18
$4.22M 1.8%
17,746
-148
19
$4.03M 1.72%
87,426
+3,629
20
$3.86M 1.65%
72,340
+665
21
$3.75M 1.6%
17,650
+453
22
$2.97M 1.26%
14,231
-7
23
$2.43M 1.04%
15,426
+645
24
$2.27M 0.97%
5,035
+2,205
25
$1.8M 0.77%
8,628
+9
1
2 3