LA
LWM Advisors Portfolio holdings
AUM
$111M
1-Year Est. Return
13.1%
1 Year Est. Return
+13.1%
AUM
$104M
AUM Growth
+$6.7M
(+6.9%)
Holding
29
Top Buys
| 1 | +$244K | |
| 2 | +$44.5K | |
| 3 | +$531 | |
| 4 |
Schwab US Large-Cap Value ETF
SCHV
|
+$194 |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$29 |
Top Sells
| 1 | +$8.18M | |
| 2 | +$3.36M | |
| 3 | +$2.61M | |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$258K |
| 5 |
iShares Russell 2000 Growth ETF
IWO
|
+$82.9K |
Sector Composition
| 1 | Technology | 1.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Vanguard Small-Cap Growth ETF
VBK
$20.6B
| $261K | 0.25% |
942
|
|
||
27
NVIDIA
NVDA
$4.23T
| $244K | 0.23% |
+1,543
|
|
||
28
Vanguard S&P 500 ETF
VOO
$815B
| $228K | 0.22% |
402
|
|
||
29
iShares MSCI Emerging Markets ex China ETF
EMXC
$12.9B
| $227K | 0.22% |
3,588
|
|