LAS

LWM Advisory Services Portfolio holdings

AUM $145M
1-Year Est. Return 16.53%
This Quarter Est. Return
1 Year Est. Return
+16.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$80.5M
AUM Growth
-$125K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$483K
2
+$408K
3
+$371K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$322K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$305K

Top Sells

1
+$1.09M
2
+$515K
3
+$452K
4
HD icon
Home Depot
HD
+$437K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$387K

Sector Composition

1 Technology 22.21%
2 Financials 13.23%
3 Consumer Discretionary 9.73%
4 Healthcare 8.11%
5 Communication Services 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$780K 0.97%
2,155
+43
27
$772K 0.96%
6,103
-70
28
$771K 0.96%
14,311
+3,409
29
$766K 0.95%
2,548
-1,454
30
$729K 0.91%
3,432
+363
31
$697K 0.87%
912
+109
32
$691K 0.86%
4,985
+17
33
$679K 0.84%
1,155
+107
34
$666K 0.83%
5,040
+50
35
$666K 0.83%
1,850
+230
36
$634K 0.79%
3,891
+651
37
$611K 0.76%
14,867
+3,070
38
$606K 0.75%
3,216
-155
39
$604K 0.75%
4,600
+18
40
$597K 0.74%
9,018
+1,554
41
$549K 0.68%
9,033
+1,056
42
$537K 0.67%
15,669
-107
43
$518K 0.64%
3,383
+377
44
$517K 0.64%
10,265
+42
45
$504K 0.63%
30,172
+11,451
46
$501K 0.62%
11,855
+2,151
47
$495K 0.61%
4,457
+137
48
$488K 0.61%
9,449
+1,254
49
$478K 0.59%
7,202
-94
50
$458K 0.57%
2,586
+302
1
2
3 4 5