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LWM Advisors Portfolio holdings
AUM
$134M
1-Year Est. Return
22.23%
This Fund
S&P 500
This Quarter
Est. Return
-0.57%
1 Year Est. Return
+22.23%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$99.6M
AUM Growth
–
Cap. Flow
+$101M
Cap. Flow
% of AUM
101.86%
Top 10 Holdings %
Top 10 Hldgs %
92.06%
Holding
25
New
25
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Russell 1000 Value ETF
IWD
|
+$22.7M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
+$21.3M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
+$11.5M |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$8.59M |
| 5 |
iShares Russell 2000 Growth ETF
IWO
|
+$6.53M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 1.32% |
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LWM Advisors's Q4 2024 Portfolio in Review
Q4 2024 is the first quarter with a 13F filing on record for LWM Advisors, which disclosed 25 positions worth $99.6M. Its ten largest holdings account for 92% of the portfolio.
Its largest position is iShares Russell 1000 Value ETF: 118,408 shares worth $21.9M.
By sector, the portfolio is most concentrated in Technology at 1.3% of assets.
- LWM Advisors's largest Q4 2024 buy was iShares Russell 1000 Value ETF: 118,408 shares worth $21.9M.
- LWM Advisors's ten largest holdings make up 92% of its $99.6M portfolio in Q4 2024.
- LWM Advisors disclosed 25 positions in Q4 2024, its first 13F filing on record.
Based on LWM Advisors's 13F filing for Q4 2024, filed 13 May 2025.