LA
LWM Advisors Portfolio holdings
AUM
$104M
This Quarter Return
-0.57%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$99.6M
AUM Growth
–
Cap. Flow
+$99.6M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
92.06%
Holding
25
New
25
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Russell 1000 Value ETF
IWD
|
$21.9M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
$21.8M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$11M |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$8.57M |
| 5 |
iShares Russell 2000 Growth ETF
IWO
|
$6.35M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 1.32% |
