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
+$5.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.68M
3
+$800K
4
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$799K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$657K

Top Sells

1
+$10.6M
2
+$636K
3
+$446K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$356K
5
MBB icon
iShares MBS ETF
MBB
+$243K

Sector Composition

1 Financials 1.7%
2 Technology 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.2M 8.29%
49,205
+1,599
2
$19.8M 8.11%
295,821
+662
3
$17.5M 7.18%
113,689
+2,788
4
$17M 6.98%
171,471
+4,018
5
$11.8M 4.86%
242,715
+2,508
6
$11.6M 4.76%
583,783
-534,725
7
$11.5M 4.7%
75,570
+14,591
8
$10.9M 4.48%
231,902
-1,189
9
$10.2M 4.17%
107,464
-2,563
10
$9.14M 3.75%
95,822
+66
11
$8.64M 3.54%
60,849
+1,581
12
$8.27M 3.39%
129,482
-9,959
13
$7.68M 3.15%
153,465
+1,575
14
$7.28M 2.99%
75,294
+2,111
15
$6.9M 2.83%
152,843
-2,229
16
$6.79M 2.78%
162,791
+2,999
17
$6.76M 2.77%
305,098
+7,535
18
$5.82M 2.39%
53,308
+1,240
19
$4.13M 1.7%
6,179
+2,515
20
$3.83M 1.57%
18,150
+734
21
$3.48M 1.43%
69,540
+692
22
$3.43M 1.41%
84,862
+3,168
23
$3.38M 1.39%
17,826
+591
24
$2.68M 1.1%
6,537
-870
25
$2.56M 1.05%
17,678
+790
1
2 3