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Home > Institutional Investor > Lws Wealth Advisors, Inc. > Profile

Instuitional Investor - Lws Wealth Advisors, Inc.

Fund Profile
Filing Period:
Fund Name: Lws Wealth Advisors, Inc.
Portfolio Value $266,343,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 51,768 $24,726,000 9.28%
2.
Ishares Tr
 306,878 $21,589,000 8.1%
3.
Vanguard Specialized Funds
 116,204 $19,801,000 7.43%
4.
Ishares Tr
 188,959 $18,629,000 6.99%
5.
Ishares Trust
 IEF 85,027 $14,785,000 5.55%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)