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
-$2.36M (-2%)
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 | $315K | |
| 2 | $269K | |
| 3 | $208K | |
| 4 | $67.5K | |
| 5 | $64.2K |
Top Sells
| 1 | $8.57M | |
| 2 | $3.51M | |
| 3 | $2.66M | |
| 4 | $815K | |
| 5 | $671K |
Sector Composition
| 1 | Technology | 1.06% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $242K | 0.25% | 942 +135 | +17% | +$34.7K | |||
| $209K | 0.21% | 402 +16 | +4% | +$8.3K | |||
| $208K | 0.21% | +3,588 | New | +$208K |
