LWS Wealth Advisors, Inc. Buys VANGUARD BD IDX FD, ISHARES TRUST, iShares Edge MSCI Min Vol EAFE, Sells Vanguard Short-Term Corporate Bond ETF, ISHARES TRUST, ISHARES TRUST

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Aug 05, 2020
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Investment company LWS Wealth Advisors, Inc. (Current Portfolio) buys VANGUARD BD IDX FD, ISHARES TRUST, iShares Edge MSCI Min Vol EAFE, FIDELITY COV TRS, ISHARES TRUST, sells Vanguard Short-Term Corporate Bond ETF, ISHARES TRUST, ISHARES TRUST, iShares S&P Small-Cap 600 Growth ETF, ISHARES TRUST during the 3-months ended 2020Q2, according to the most recent filings of the investment company, LWS Wealth Advisors, Inc.. As of 2020Q2, LWS Wealth Advisors, Inc. owns 53 stocks with a total value of $184 million. These are the details of the buys and sells.

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.
  1. ISHARES TRUST (MBB) - 174,880 shares, 10.53% of the total portfolio. Shares added by 65.67%
  2. VANGUARD BD IDX FD (BSV) - 222,827 shares, 10.08% of the total portfolio. New Position
  3. VANGUARD MUNICIPAL (VTEB) - 319,364 shares, 9.41% of the total portfolio. Shares added by 5.31%
  4. VANGUARD SPECIALIZ (VIG) - 106,178 shares, 6.77% of the total portfolio. Shares reduced by 0.07%
  5. iShares Core MSCI EAFE (IEFA) - 192,999 shares, 6.00% of the total portfolio. Shares added by 10.34%
New Purchase: VANGUARD BD IDX FD (BSV)

LWS Wealth Advisors, Inc. initiated holding in VANGUARD BD IDX FD. The purchase prices were between $81.4 and $83, with an estimated average price of $82.44. The stock is now traded at around $83.21. The impact to a portfolio due to this purchase was 10.08%. The holding were 222,827 shares as of .

New Purchase: iShares Edge MSCI Min Vol EAFE (EFAV)

LWS Wealth Advisors, Inc. initiated holding in iShares Edge MSCI Min Vol EAFE. The purchase prices were between $58.66 and $67.92, with an estimated average price of $64.09. The stock is now traded at around $67.78. The impact to a portfolio due to this purchase was 2.02%. The holding were 56,257 shares as of .

New Purchase: ISHARES TRUST (AGG)

LWS Wealth Advisors, Inc. initiated holding in ISHARES TRUST. The purchase prices were between $114.07 and $117.99, with an estimated average price of $116.59. The stock is now traded at around $119.63. The impact to a portfolio due to this purchase was 0.97%. The holding were 15,119 shares as of .

New Purchase: iShares Currency Hedged MSCI EAFE (HEFA)

LWS Wealth Advisors, Inc. initiated holding in iShares Currency Hedged MSCI EAFE. The purchase prices were between $22.88 and $28.35, with an estimated average price of $25.8. The stock is now traded at around $27.34. The impact to a portfolio due to this purchase was 0.53%. The holding were 35,650 shares as of .

New Purchase: UNITED STS COMMODI (USCI)

LWS Wealth Advisors, Inc. initiated holding in UNITED STS COMMODI. The purchase prices were between $25.06 and $27.18, with an estimated average price of $26.18. The stock is now traded at around $29.29. The impact to a portfolio due to this purchase was 0.23%. The holding were 16,168 shares as of .

New Purchase: PowerShares DB Optimum Yield Diversified Commoditi (PDBC)

LWS Wealth Advisors, Inc. initiated holding in PowerShares DB Optimum Yield Diversified Commoditi. The purchase prices were between $11.22 and $13.07, with an estimated average price of $12.13. The stock is now traded at around $13.78. The impact to a portfolio due to this purchase was 0.18%. The holding were 25,832 shares as of .

Added: ISHARES TRUST (MBB)

LWS Wealth Advisors, Inc. added to a holding in ISHARES TRUST by 65.67%. The purchase prices were between $109.82 and $111.24, with an estimated average price of $110.72. The stock is now traded at around $110.75. The impact to a portfolio due to this purchase was 4.17%. The holding were 174,880 shares as of .

Added: FIDELITY COV TRS (FHLC)

LWS Wealth Advisors, Inc. added to a holding in FIDELITY COV TRS by 100.93%. The purchase prices were between $41.07 and $51.01, with an estimated average price of $48.23. The stock is now traded at around $52.86. The impact to a portfolio due to this purchase was 1.65%. The holding were 121,662 shares as of .

Added: ISHARES TRUST (IJR)

LWS Wealth Advisors, Inc. added to a holding in ISHARES TRUST by 29.55%. The purchase prices were between $50.81 and $75.28, with an estimated average price of $62.85. The stock is now traded at around $72.44. The impact to a portfolio due to this purchase was 0.59%. The holding were 69,806 shares as of .

Added: Invesco S P 500 Equal Weight ETF (RSP)

LWS Wealth Advisors, Inc. added to a holding in Invesco S P 500 Equal Weight ETF by 22.34%. The purchase prices were between $79.83 and $113.09, with an estimated average price of $96.19. The stock is now traded at around $107.63. The impact to a portfolio due to this purchase was 0.16%. The holding were 15,522 shares as of .

Added: Prudential Financial Inc (PRU)

LWS Wealth Advisors, Inc. added to a holding in Prudential Financial Inc by 25.35%. The purchase prices were between $46.09 and $74.73, with an estimated average price of $58.57. The stock is now traded at around $63.28. The impact to a portfolio due to this purchase was 0.07%. The holding were 10,319 shares as of .

Added: ISHARES TRUST (SHYG)

LWS Wealth Advisors, Inc. added to a holding in ISHARES TRUST by 29.83%. The purchase prices were between $39.39 and $43.83, with an estimated average price of $42.24. The stock is now traded at around $44.19. The impact to a portfolio due to this purchase was 0.05%. The holding were 9,419 shares as of .

Sold Out: Vanguard Short-Term Corporate Bond ETF (VCSH)

LWS Wealth Advisors, Inc. sold out a holding in Vanguard Short-Term Corporate Bond ETF. The sale prices were between $78.35 and $82.66, with an estimated average price of $81.32.



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