Investment company LWS Wealth Advisors, Inc. (Current Portfolio) buys ISHARES TRUST, sells PolarityTE Inc during the 3-months ended 2020Q3, according to the most recent filings of the investment company, LWS Wealth Advisors, Inc.. As of 2020Q3, LWS Wealth Advisors, Inc. owns 53 stocks with a total value of $196 million. These are the details of the buys and sells.
Here is the complete portfolio of LWS Wealth Advisors, Inc.. Also check out:
1. LWS Wealth Advisors, Inc.'s Undervalued Stocks
2. LWS Wealth Advisors, Inc.'s Top Growth Companies, and
3. LWS Wealth Advisors, Inc.'s High Yield stocks
4. Stocks that LWS Wealth Advisors, Inc. keeps buying
- New Purchases: ITOT,
- Added Positions: MBB, VTEB, BSV, FHLC, AGG, STIP, ISTB, EFAV, HEFA, IJT, EFA, SCHD, SHYG, VTV,
- Reduced Positions: IVV, IVW, IEFA, IEMG, VIG, IJH, IJR, VSS, VWO, VV, DGRO, VEA, IVE, IWB, IWF, ACN, SPY, MGK, MGV, VOT, IWO, USCI, OEF, IJK, AMZN, SUSA, STPZ, PDBC, IJS,
- Sold Out: PTE,
For the details of LWS Wealth Advisors, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/lws+wealth+advisors%2C+inc./current-portfolio/portfolio
These are the top 5 holdings of LWS Wealth Advisors, Inc.- iShares MBS ETF (MBB) - 206,250 shares, 11.62% of the total portfolio. Shares added by 17.94%
- VANGUARD MUNICIPAL (VTEB) - 379,156 shares, 10.54% of the total portfolio. Shares added by 18.72%
- VANGUARD BD IDX FD (BSV) - 230,191 shares, 9.76% of the total portfolio. Shares added by 3.30%
- VANGUARD SPECIALIZ (VIG) - 102,289 shares, 6.72% of the total portfolio. Shares reduced by 3.66%
- ISHARES TRUST (IEFA) - 184,522 shares, 5.68% of the total portfolio. Shares reduced by 4.39%
LWS Wealth Advisors, Inc. initiated holding in ISHARES TRUST. The purchase prices were between $69.5 and $80.11, with an estimated average price of $74.32. The stock is now traded at around $80.35. The impact to a portfolio due to this purchase was 0.11%. The holding were 2,724 shares as of .
Sold Out: PolarityTE Inc (PTE)LWS Wealth Advisors, Inc. sold out a holding in PolarityTE Inc. The sale prices were between $1.02 and $1.85, with an estimated average price of $1.32.
Here is the complete portfolio of LWS Wealth Advisors, Inc.. Also check out:
1. LWS Wealth Advisors, Inc.'s Undervalued Stocks
2. LWS Wealth Advisors, Inc.'s Top Growth Companies, and
3. LWS Wealth Advisors, Inc.'s High Yield stocks
4. Stocks that LWS Wealth Advisors, Inc. keeps buying
