LA
LWM Advisors Portfolio holdings
AUM
$114M
1-Year Est. Return
15.59%
1 Year Est. Return
+15.59%
AUM
$114M
AUM Growth
+$2.37M
(+2.1%)
Holding
30
Top Buys
| 1 | +$317K | |
| 2 | +$287K | |
| 3 | +$141K | |
| 4 |
iShares Russell 2000 Value ETF
IWN
|
+$138K |
| 5 |
iShares Russell Mid-Cap Growth ETF
IWP
|
+$126K |
Top Sells
| 1 | +$271K | |
| 2 | +$219K | |
| 3 | +$94.3K | |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
+$65.4K |
| 5 |
iShares MSCI EAFE ETF
EFA
|
+$51.1K |
Sector Composition
| 1 | Technology | 1.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
iShares Core MSCI EAFE ETF
IEFA
$170B
| $287K | 0.25% |
+3,210
|
|
||
27
NVIDIA
NVDA
$4.53T
| $287K | 0.25% |
1,538
|
|
||
28
Vanguard Small-Cap Growth ETF
VBK
$22.2B
| $285K | 0.25% |
942
|
|
||
29
iShares MSCI Emerging Markets ex China ETF
EMXC
$14.8B
| $261K | 0.23% |
3,588
|
|
||
30
Vanguard S&P 500 ETF
VOO
$851B
| – | – |
-358
|
|