LA

LWM Advisors Portfolio holdings

AUM $111M
1-Year Est. Return 13.1%
This Quarter Est. Return
1 Year Est. Return
+13.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$111M
AUM Growth
+$7.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$8.73M
2
+$3.65M
3
+$2.79M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$329K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$207K

Top Sells

1
+$516K
2
+$230K
3
+$53.3K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$31.7K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$26.9K

Sector Composition

1 Technology 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
26
NVIDIA
NVDA
$4.46T
$287K 0.26%
1,538
-5
VBK icon
27
Vanguard Small-Cap Growth ETF
VBK
$20.5B
$280K 0.25%
942
EMXC icon
28
iShares MSCI Emerging Markets ex China ETF
EMXC
$13.8B
$242K 0.22%
3,588
VOO icon
29
Vanguard S&P 500 ETF
VOO
$757B
$219K 0.2%
358
-44
1
2