LA

LWM Advisors Portfolio holdings

AUM $115M
1-Year Est. Return 16.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$115M
AUM Growth
+$1.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$913K
3
+$602K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$390K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$235K

Top Sells

1
+$246K
2
+$212K
3
+$170K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$144K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$53.5K

Sector Composition

1 Technology 1.1%
2 Healthcare 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHG icon
26
Schwab US Large-Cap Growth ETF
SCHG
$54.4B
$285K 0.25%
9,790
+2
VBK icon
27
Vanguard Small-Cap Growth ETF
VBK
$22.4B
$285K 0.25%
942
QQQ icon
28
Invesco QQQ Trust
QQQ
$420B
$282K 0.24%
489
-88
EMXC icon
29
iShares MSCI Emerging Markets ex China ETF
EMXC
$20.9B
$282K 0.24%
3,588
NVDA icon
30
NVIDIA
NVDA
$4.9T
$268K 0.23%
1,538
CAH icon
31
Cardinal Health
CAH
$50.4B
$208K 0.18%
+985
1
2