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  Name: LWS Wealth Advisors Inc.
  City: BASKING RIDGE
  State: NJ
  Zip: 07920
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $266,343,000
  Total Value Change : $37,804,000
  Securities Held Change : 9
   
All Securities Held : 65
  New Positions : 9
  Closed Positions : 1
  Increased Positions : 37
  Unchanged Positions : 1
  Decreased Positions : 18

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Holdings Found : 18     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (IVW)1 Year Chart         IVW ishares tr S&P 500 BARRA GR 17 - $84.43 $6,479,000 86,278 2.43% 503,000 -1,069 0.017    Closed - End Fund - E...
   (VO)1 Year Chart         VO Vanguard Mid Cap VIPERS 18 - $243.59 $4,381,000 18,831 1.64% 428,000 -153 0.009    Closed - End Fund - E...
   (VWO)1 Year Chart         VWO Vanguard Emerging Markets S... 21 - $43.20 $3,601,000 87,614 1.35% 137,000 -730 0.001    Closed - End Fund - E...
   (VV)1 Year Chart         VV Vanguard Large Cap VIPERS 23 - $237.29 $3,232,000 14,816 1.21% 295,000 -194 0.012    Closed - End Fund - E...
   (RSP)1 Year Chart         RSP Guggenheim ETF Trust - Gugg... 25 - $164.46 $2,791,000 17,684 1.05% 274,000 -80 0.012    Closed - End Fund - E...
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 27 - $517.19 $2,390,000 5,029 0.9% 240,000 -1 0    Closed - End Fund - E...
   (IWB)1 Year Chart         IWB ishares trust Russell 1000 28 - $284.23 $2,377,000 9,064 0.89% 182,000 -282 0.007    Closed - End Fund - E...
   (FSMB)1 Year Chart         FSMB First Trust Short Duration ... 30 - $0.00 $1,251,000 62,682 0.47% -83,000 -6,134 0.19    N/A
   (AAPL)1 Year Chart         AAPL Apple Inc 33 - $182.74 $1,016,000 5,279 0.38% 62,000 -295 0    Personal Computers
   (MGV)1 Year Chart         MGV Vanguard Mega Cap 300 Value... 35 - $116.05 $849,000 7,762 0.32% 53,000 -90 0.009    Closed - End Fund - E...
   (OEF)1 Year Chart         OEF iShares S&P 100 Index 37 - $246.62 $813,000 3,640 0.31% 70,000 -61 0.008    Closed - End Fund - E...
   (EEM)1 Year Chart         EEM iShares MSCI Emrg Mkt Income 41 - $42.28 $660,000 16,404 0.25% 27,000 -287 0    Closed - End Fund - E...
   (IWD)1 Year Chart         IWD iShares Russell 1000 Value 42 - $175.05 $646,000 3,911 0.24% 41,000 -72 0.001    Closed - End Fund - E...
   (VTV)1 Year Chart         VTV Vanguard Value VIPERS 45 - $159.58 $543,000 3,629 0.2% 41,000 -12 0.001    Closed - End Fund - E...
   (IWM)1 Year Chart         IWM iShares Tr Russell 2000 Indx 51 - $203.78 $369,000 1,837 0.14% 38,000 -35 0    Closed - End Fund - E...
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 53 - $256.30 $306,000 1,291 0.11% 27,000 -24 0    Closed - End Fund - E...
   (IWR)1 Year Chart         IWR iShares Tr Rssll MidCap Indx 54 - $81.56 $298,000 3,835 0.11% 27,000 -83 0.001    Closed - End Fund - E...
   (STPZ)1 Year Chart         STPZ Pimco ETF Trust 59 - $51.33 $237,000 4,633 0.09% -13,000 -358 0.004    Closed - End Fund - Debt
      18 Records Found
  1    
Page 1 of 1
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