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
$97.3M
AUM Growth
-$2.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$315K
2
+$269K
3
+$208K
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$67.5K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$64.2K

Top Sells

1
+$8.57M
2
+$3.51M
3
+$2.66M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$815K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$671K

Sector Composition

1 Technology 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$242K 0.25%
942
+135
27
$209K 0.21%
402
+16
28
$208K 0.21%
+3,588
1
2