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
+19.67%
+7.80%
634,518.9
 
IEFA
iShares Core MSCI EAFE ETF
306,878
21,589.0
+7.08%
8.110
+0.54%
0.020
+11.52%
+19.59%
141,328.0
 
VIG
Vanguard Dividend Appreciation FTF
116,204
19,801.0
+6.21%
7.430
+0.43%
0.030
+12.58%
+6.21%
89,349.2
 
STIP
iShares 0-5 Year TIPS Bond ETF
188,959
18,629.0
+6.99%
6.990
+0.46%
0.150
+1.30%
+4.46%
12,779.7
 
IVE
iShares S&P 500 Value ETF
85,027
14,785.0
+5.35%
5.550
+0.28%
0.050
+11.73%
+4.23%
39,547.7
 
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
+18.91%
+18.34%
99,158.0
 
MBB
iShares MBS ETF
143,001
13,454.0
+1.08%
5.050
+0.05%
0.050
+1.06%
+3.03%
38,893.1
 
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
+24.33%
+3.94%
129.5
 
VLU
SPDR S&P 1500 Value Tilt ETF
63,297
10,145.0
+6.52%
3.810
+0.23%
3.960
+14.10%
+6.65%
495.5
 
IJH
iShares Core S&P Mid-Cap ETF
169,325
9,386.0
+18.52%
3.520
+0.55%
0.010
+16.06%
+2.45%
97,230.9
 

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
$1,103.59
58.09%
Sold Out
0
-6,179
IVV
iShares Core S&P 500 ETF
2023-12-31
Add
Add
+0.83%
●
412.55 ($447.6) 479
$630.67
40.90%
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
$61.05
26.03%
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
$47.87
2.02%
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
$63.46
25.12%
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
$82.56
25.26%
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
$103.24
-1.21%
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
$102.94
5.64%
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
$206.10
28.09%
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
$111.87
16.07%
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

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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

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