LA

LWM Advisors Portfolio holdings

AUM $115M
1-Year Est. Return 16.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$111M
AUM Growth
+$7.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$8.71M
2
+$3.6M
3
+$2.77M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$321K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$198K

Top Sells

1
+$490K
2
+$204K
3
+$52.9K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$29.8K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$25.9K

Sector Composition

1 Technology 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$287K 0.26%
1,538
-5
27
$280K 0.25%
942
28
$242K 0.22%
3,588
29
$219K 0.2%
358
-44
1
2