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
$104M
AUM Growth
+$6.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$194K
2
+$42.5K
3
+$495
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$184
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$26

Top Sells

1
+$232K
2
+$78.2K
3
+$76.3K
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$56.9K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$9.61K

Sector Composition

1 Technology 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$261K 0.25%
942
27
$244K 0.23%
+1,543
28
$228K 0.22%
402
29
$227K 0.22%
3,588
1
2