LA
LWM Advisors Portfolio holdings
AUM
$104M
This Quarter Return
+8.66%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$104M
AUM Growth
+$104M
(+6.9%)
Cap. Flow
-$207K
Cap. Flow
% of AUM
-0.2%
Top 10 Holdings %
Top 10 Hldgs %
91.08%
Holding
29
New
1
Increased
4
Reduced
7
Closed
–
Top Buys
| 1 |
NVIDIA
NVDA
|
$244K |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$44.5K |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
$531 |
| 4 |
Schwab US Large-Cap Value ETF
SCHV
|
$194 |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
$29 |
Top Sells
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
$258K |
| 2 |
iShares Russell 2000 Growth ETF
IWO
|
$82.9K |
| 3 |
iShares Russell 1000 Value ETF
IWD
|
$82K |
| 4 |
iShares Russell 2000 Value ETF
IWN
|
$60.3K |
| 5 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$10.5K |
Sector Composition
| 1 | Technology | 1.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Vanguard Small-Cap Growth ETF
VBK
$20B
| $261K | 0.25% |
942
| – | – |
|
|
27
NVIDIA
NVDA
$4.16T
| $244K | 0.23% |
+1,543
| New | +$244K |
|
28
Vanguard S&P 500 ETF
VOO
$720B
| $228K | 0.22% |
402
| – | – |
|
29
iShares MSCI Emerging Markets ex China ETF
EMXC
$12.7B
| $227K | 0.22% |
3,588
| – | – |
|