LA

LWM Advisors Portfolio holdings

AUM $114M
1-Year Est. Return 15.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.59%
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 +$322K
2 +$284K
3 +$201K
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$69.5K
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$69.3K

Top Sells

1 +$8.6M
2 +$3.54M
3 +$2.69M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$858K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$691K

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