LA
LWM Advisors Portfolio holdings
AUM
$104M
This Quarter Return
-2.05%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$97.3M
AUM Growth
+$97.3M
(-2.4%)
Cap. Flow
-$15.3M
Cap. Flow
% of AUM
-15.71%
Top 10 Holdings %
Top 10 Hldgs %
91.28%
Holding
28
New
3
Increased
10
Reduced
8
Closed
3
Top Buys
| 1 |
Schwab US Large-Cap Value ETF
SCHV
|
$315K |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
$269K |
| 3 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
$208K |
| 4 |
Vanguard Mid-Cap Value ETF
VOE
|
$67.5K |
| 5 |
iShares Russell 2000 Value ETF
IWN
|
$64.2K |
Top Sells
Sector Composition
| 1 | Technology | 1.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Vanguard Small-Cap Growth ETF
VBK
$20B
| $242K | 0.25% |
942
+135
| +17% | +$34.7K |
|
27
Vanguard S&P 500 ETF
VOO
$720B
| $209K | 0.21% |
402
+16
| +4% | +$8.3K |
|
|
28
iShares MSCI Emerging Markets ex China ETF
EMXC
$12.7B
| $208K | 0.21% |
+3,588
| New | +$208K |
|