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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

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.



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

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