LWS Wealth Advisors, Inc.
LWS Wealth Advisors, Inc. latest Q4_2020 13F filings reported $222,497,000 in market value on this 2021-01-19 report date . The portfolio quarterly return is 9.29%. This fund has 60 securities concentrations of 100% weights.
LWS Wealth Advisors, Inc. largest holding is VTEB - Vanguard Tax-Exempt Bond ETF with weight of 8.76% and $19,482,000 in market value. The portfolio return is computed based on the amount invested in the new quarter. The following shows the portfolio details.
Portfolio Performance History
|FILE DATE||REPORT PERIOD||QTR YEAR||FILE TYPE||NOS. OF STOCKS||REPORTED VALUE||RETURN|