LW

LWS Wealth Advisors, Inc.

13F
LWS Wealth Advisors, Inc.
Last update 2024-02-10 65 Stocks (10 new)
Value $266.00 Mil Turnover 9 %
Countries:
Top Holdings: IVV(9.28%)IEFA(8.11%)VIG(7.43%)STIP(6.99%)IVE(5.55%)
Summary Stock Picks Current Portfolio
LWS Wealth Advisors, Inc. Top Holdings of 2023-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV
iShares Core S&P 500 ETF
51,768
24,726.0
+9.77%
9.280
+0.83%
0.010
+18.87%
+8.94%
642,209.1
 
IEFA
iShares Core MSCI EAFE ETF
306,878
21,589.0
+7.08%
8.110
+0.54%
0.020
+13.34%
+23.86%
147,518.3
 
VIG
Vanguard Dividend Appreciation FTF
116,204
19,801.0
+6.21%
7.430
+0.43%
0.030
+12.58%
+7.35%
90,302.9
 
STIP
iShares 0-5 Year TIPS Bond ETF
188,959
18,629.0
+6.99%
6.990
+0.46%
0.150
+1.17%
+4.36%
12,373.0
 
IVE
iShares S&P 500 Value ETF
85,027
14,785.0
+5.35%
5.550
+0.28%
0.050
+12.01%
+5.73%
40,043.9
 
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
279,117
14,118.0
+12.04%
5.300
+0.57%
0.020
+17.87%
+20.24%
100,742.8
 
MBB
iShares MBS ETF
143,001
13,454.0
+1.08%
5.050
+0.05%
0.050
+1.34%
+3.21%
38,960.0
 
PSCI
PowerShares S&P SmallCap Industrials Portfolio
PowerShares S&P SmallCap Industrials Portfolio
93,933
10,892.0
+4.82%
4.090
+0.19%
12.040
+24.81%
+5.31%
131.3
 
VLU
SPDR S&P 1500 Value Tilt ETF
63,297
10,145.0
+6.52%
3.810
+0.23%
3.960
+14.08%
+8.51%
508.1
 
IJH
iShares Core S&P Mid-Cap ETF
169,325
9,386.0
+18.52%
3.520
+0.55%
0.010
+16.09%
+3.97%
98,717.1
 

LWS Wealth Advisors, Inc.'s Historical Top Holdings Breakdowns

LWS Wealth Advisors, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BLK
BlackRock Inc
2023-12-31
Sold Out
Sold Out
-1.75%
●
598.08 ($698.07) 819
$1,120.37
60.50%
Sold Out
0
-6,179
IVV
iShares Core S&P 500 ETF
2023-12-31
Add
Add
+0.83%
●
412.55 ($447.6) 479
$637.33
42.39%
Add 9.77%
51,768
4,609
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
2023-12-31
Add
Add
+0.57%
●
45.74 ($48.44) 50.64
$62.03
28.06%
Add 12.04%
279,117
29,998
SHM
SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
2023-12-31
Add
Add
+0.56%
●
46.12 ($46.92) 47.85
$47.90
2.09%
Add 96.13%
63,395
31,072
IJH
iShares Core S&P Mid-Cap ETF
2023-12-31
Add
Add
+0.55%
●
46.41 ($50.72) 55.97
$64.40
26.97%
Add 18.52%
169,325
5,292
IEFA
iShares Core MSCI EAFE ETF
2023-12-31
Add
Add
+0.54%
●
61.3 ($65.91) 70.47
$85.51
29.74%
Add 7.08%
306,878
20,299
MUB
iShares National Muni Bond ETF
2023-12-31
Add
Add
+0.47%
●
100.97 ($104.5) 108.77
$103.54
-0.92%
Add 60.55%
30,515
11,509
STIP
iShares 0-5 Year TIPS Bond ETF
2023-12-31
Add
Add
+0.46%
●
96.33 ($97.44) 98.68
$102.85
5.55%
Add 6.99%
188,959
12,348
VIG
Vanguard Dividend Appreciation FTF
2023-12-31
Add
Add
+0.43%
●
150.16 ($160.9) 171.16
$208.32
29.47%
Add 6.21%
116,204
6,797
IJR
iShares Core S&P Small-Cap ETF
2023-12-31
Add
Add
+0.42%
●
87.61 ($96.38) 110.11
$114.15
18.44%
Add 13.99%
84,461
10,368

LWS Wealth Advisors, Inc. Total Holding History ($B)

To

LWS Wealth Advisors, Inc.'s Asset Allocation

To

LWS Wealth Advisors, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

LWS Wealth Advisors, Inc.'s Hypothetical Growth since 2023-12-31

LWS Wealth Advisors, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

LWS Wealth Advisors, Inc.'s Holdings Heat Map

Size field:

LWS Wealth Advisors, Inc.'s Holdings Bubble Chart

LWS Wealth Advisors, Inc. News

  • 1

Discussions on LWS Wealth Advisors, Inc.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.