LA
LWM Advisors Portfolio holdings
AUM
$114M
1-Year Est. Return
15.59%
This Fund
S&P 500
1 Year Est. Return
+15.59%
AUM
$111M
AUM Growth
+$7.36M
(+7.1%)
Holding
29
Top Buys
| 1 | +$8.71M | |
| 2 | +$3.6M | |
| 3 | +$2.77M | |
| 4 |
iShares Russell 1000 Value ETF
IWD
|
+$321K |
| 5 |
iShares Russell 2000 Value ETF
IWN
|
+$198K |
Top Sells
| 1 | +$490K | |
| 2 | +$204K | |
| 3 | +$52.9K | |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
+$29.8K |
| 5 |
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
NVIDIA
NVDA
$4.43T
| $287K | 0.26% |
1,538
-5
|
|
||
27
Vanguard Small-Cap Growth ETF
VBK
$21.5B
| $280K | 0.25% |
942
|
|
||
28
iShares MSCI Emerging Markets ex China ETF
EMXC
$17.7B
| $242K | 0.22% |
3,588
|
|
||
|
29
Vanguard S&P 500 ETF
VOO
$855B
| $219K | 0.2% |
358
-44
|
|