LWS Wealth Advisors

LWS Wealth Advisors as of March 31, 2020

Portfolio Holdings for LWS Wealth Advisors

LWS Wealth Advisors holds 51 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Short Term Corporate Bond ETF (VCSH) 12.9 $20M 250k 79.10
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) 10.4 $16M 303k 52.90
iShares Lehman MBS Bond Fund (MBB) 7.6 $12M 106k 110.44
Vanguard Dividend Appreciation ETF (VIG) 7.2 $11M 106k 103.39
iShares S&P 500 Index (IVV) 6.5 $10M 39k 258.39
Ishares Tr cmn (STIP) 6.4 $9.8M 100k 98.11
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 5.7 $8.7M 175k 49.89
iShares S&P 500 Growth Index (IVW) 4.6 $7.1M 43k 165.04
iShares S&P MidCap 400 Index (IJH) 4.2 $6.5M 45k 143.86
iShares S&P 500 Value Index (IVE) 3.4 $5.3M 55k 96.26
Ishares Inc core msci emkt (IEMG) 3.2 $5.0M 123k 40.47
Ishares Tr eafe min volat (EFAV) 2.1 $3.2M 51k 62.05
iShares S&P SmallCap 600 Index (IJR) 2.0 $3.0M 54k 56.10
Ishares Tr core strm usbd (ISTB) 1.9 $2.9M 57k 50.49
Vanguard FTSE All Wld Ex USSml Cap (VSS) 1.8 $2.7M 35k 78.26
Vanguard Mid-Cap ETF (VO) 1.8 $2.7M 20k 131.64
Fidelity msci hlth care i (FHLC) 1.7 $2.6M 61k 42.99
Fidelity consmr staples (FSTA) 1.7 $2.5M 79k 32.33
Ishares Tr core div grwth (DGRO) 1.4 $2.2M 67k 32.58
Vanguard Large-Cap ETF (VV) 1.3 $2.0M 17k 118.42
Vanguard Emerging Markets ETF (VWO) 1.2 $1.8M 55k 33.56
Vanguard Europe Pacific ETF (VEA) 1.0 $1.5M 111k 13.62
Vanguard Small-Cap ETF (VB) 0.9 $1.5M 13k 115.47
iShares S&P MidCap 400 Value Index (IJJ) 0.7 $1.1M 9.9k 109.74
Invesco S&p 500 Equal Weight Etf (RSP) 0.7 $1.1M 13k 84.02
iShares S&P MidCap 400 Growth (IJK) 0.7 $1.0M 5.7k 178.35
iShares S&P 100 Index (OEF) 0.6 $945k 8.0k 118.57
Spdr S&p 500 Etf (SPY) 0.5 $803k 3.1k 257.62
iShares Russell 1000 Index (IWB) 0.5 $793k 5.6k 141.51
Ishares Tr hdg msci eafe (HEFA) 0.5 $748k 31k 24.23
iShares Russell 1000 Growth Index (IWF) 0.4 $661k 4.4k 150.74
Vanguard Mega Cap 300 Value Index ETF (MGV) 0.4 $589k 8.9k 66.00
Accenture (ACN) 0.4 $539k 3.3k 163.14
Invesco Variable Rate Preferred Etf etf (VRP) 0.3 $480k 22k 21.48
iShares MSCI EAFE Index Fund (EFA) 0.3 $472k 8.8k 53.50
iShares S&P SmallCap 600 Growth (IJT) 0.3 $458k 3.3k 137.83
Apple (AAPL) 0.3 $453k 1.8k 254.07
Vanguard Value ETF (VTV) 0.3 $441k 5.0k 89.07
iShares S&P SmallCap 600 Value Idx (IJS) 0.3 $432k 4.3k 99.86
Prudential Financial (PRU) 0.3 $429k 8.2k 52.11
Vanguard Mega Cap 300 Growth Index ETF (MGK) 0.2 $377k 3.0k 126.98
iShares Russell 1000 Value Index (IWD) 0.2 $352k 3.6k 99.15
United Sts Commodity Index F (USCI) 0.2 $329k 13k 25.88
PIMCO 1-5 Year US TIPS Index Fund (STPZ) 0.2 $300k 5.8k 51.80
Ishares Tr 0-5yr hi yl cp (SHYG) 0.2 $296k 7.3k 40.80
iShares FTSE KLD Select Scil Idx (SUSA) 0.2 $253k 2.3k 109.67
Spdr Short-term High Yield mf (SJNK) 0.2 $243k 10k 23.57
Vanguard Mid-Cap Growth ETF (VOT) 0.2 $239k 1.9k 126.59
Amazon (AMZN) 0.1 $211k 108.00 1953.70
Polarityte 0.0 $61k 56k 1.09
Centric Brands 0.0 $32k 29k 1.11