LWS Wealth Advisors

Latest statistics and disclosures from LWS Wealth Advisors's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are IVV, STIP, VIG, IEFA, ISTB, and represent 35.62% of LWS Wealth Advisors's stock portfolio.
  • Added to shares of these 10 stocks: VLU (+$8.4M), PSCI (+$8.3M), STIP, VRP, ISTB, SHYG, IVV, IVE, IEMG, VIG.
  • Started 2 new stock positions in VLU, PSCI.
  • Reduced shares in these 10 stocks: VTEB (-$10M), FSTA (-$7.9M), FHLC (-$7.8M), BSV (-$7.5M), MBB, IJH, VO, AGG, IJJ, IJK.
  • Sold out of its positions in FSTA, FENY, FHLC, AGG, BSV, VTEB.
  • LWS Wealth Advisors was a net seller of stock by $-3.7M.
  • LWS Wealth Advisors has $225M in assets under management (AUM), dropping by 2.11%.
  • Central Index Key (CIK): 0001801634

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Portfolio Holdings for LWS Wealth Advisors

Companies in the LWS Wealth Advisors portfolio as of the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 9.0 $20M +9% 47k 429.91
Ishares Tr 0-5 Yr Tips Etf (STIP) 7.5 $17M +25% 159k 106.31
Vanguard Specialized Funds Div App Etf (VIG) 7.4 $17M +7% 108k 154.79
Ishares Tr Core Msci Eafe (IEFA) 6.5 $15M +3% 196k 74.86
Ishares Tr Core 1 5 Yr Usd (ISTB) 5.2 $12M +29% 227k 51.29
Ishares Core Msci Emkt (IEMG) 5.1 $12M +15% 171k 66.99
Ishares Tr Mbs Etf (MBB) 5.0 $11M -28% 105k 108.23
Ishares Tr S&p 500 Grwt Etf (IVW) 4.4 $9.8M +7% 135k 72.73
Ishares Tr S&p 500 Val Etf (IVE) 4.2 $9.4M +21% 64k 147.64
Spdr Ser Tr SPDR S&P1500VL (VLU) 3.7 $8.4M NEW 57k 146.43
Invesco Exch Traded Fd Tr Ii S&p Smlcp Indl (PSCI) 3.7 $8.3M NEW 90k 93.00
Ishares Tr Core S&p Scp Etf (IJR) 3.4 $7.5M 67k 112.97
Ishares Tr Core S&p Mcp Etf (IJH) 3.3 $7.4M -17% 28k 268.72
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 3.2 $7.2M +62% 273k 26.30

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Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 3.0 $6.7M +4% 130k 51.52
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 2.9 $6.5M +66% 142k 46.06
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 2.6 $5.8M +8% 42k 136.44
Ishares Tr Msci Eafe Min Vl (EFAV) 2.5 $5.7M +14% 76k 75.54
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.9 $4.2M +21% 77k 54.31
Vanguard Index Fds Mid Cap Etf (VO) 1.8 $4.0M -21% 17k 237.32
Ishares Tr Core Div Grwth (DGRO) 1.7 $3.7M +5% 74k 50.37
Vanguard Index Fds Small Cp Etf (VB) 1.6 $3.6M +8% 16k 225.25
Vanguard Index Fds Large Cap Etf (VV) 1.2 $2.8M +9% 14k 200.73
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.0 $2.4M 16k 150.71
Ishares Tr S&p 100 Etf (OEF) 0.7 $1.7M 8.6k 196.14
Ishares Tr Rus 1000 Etf (IWB) 0.7 $1.5M +17% 6.4k 242.14
Ishares Tr Hdg Msci Eafe (HEFA) 0.6 $1.4M 39k 34.63
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $1.2M +2% 2.9k 428.08
Prudential Financial (PRU) 0.5 $1.1M 10k 102.43
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.4 $890k -32% 8.4k 105.34
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $869k -5% 3.2k 271.56
Accenture Plc Ireland Shs Class A (ACN) 0.4 $860k 2.9k 294.82
Vanguard World Mega Cap Val Etf (MGV) 0.3 $737k +4% 7.4k 99.55
Ishares Tr S&p Mc 400gr Etf (IJK) 0.3 $694k -21% 8.6k 80.97
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $636k +32% 4.0k 158.48
Apple (AAPL) 0.3 $603k -9% 4.4k 136.86
Vanguard World Mega Grwth Ind (MGK) 0.2 $525k -7% 2.3k 231.18
United Sts Commodity Index F Comm Idx Fnd (USCI) 0.2 $505k -14% 13k 40.37
Invesco Activly Mangd Etc Optimum Yield (PDBC) 0.2 $459k -8% 23k 20.08
Vanguard Index Fds Value Etf (VTV) 0.2 $446k -5% 3.2k 137.36
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $437k +28% 4.1k 105.50
Ishares Tr S&P SML 600 GWT (IJT) 0.2 $389k +2% 2.9k 132.67
Ishares Tr Msci Eafe Etf (EFA) 0.2 $344k -3% 4.4k 78.86
Spdr Ser Tr Bloomberg Srt Tr (SJNK) 0.2 $338k -2% 12k 27.60
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $318k +37% 5.8k 55.18
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $306k 4.0k 75.59
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 0.1 $294k 5.3k 55.04
Ishares Tr Core Msci Intl (IDEV) 0.1 $271k 4.0k 67.46
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $265k 2.2k 122.12
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $264k -18% 1.1k 236.56
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $257k 825.00 311.52
Etfs Tr Bbrg All Comd K1 (BCI) 0.1 $243k -4% 9.2k 26.39
Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $237k 2.5k 95.53
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $214k -2% 1.3k 165.76
Amazon (AMZN) 0.1 $208k -39% 61.00 3409.84
Polarityte (PTE) 0.0 $84k 83k 1.02

Past Filings by LWS Wealth Advisors

SEC 13F filings are viewable for LWS Wealth Advisors going back to 2019