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
$90.5M
AUM Growth
+$2.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$6M
2
+$5.95M
3
+$4.97M
4
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$4.52M
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$3.7M

Top Sells

1
+$2.13M
2
+$1.89M
3
+$1.23M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.08M
5
TSLA icon
Tesla
TSLA
+$854K

Sector Composition

1 Financials 8.81%
2 Technology 7.9%
3 Healthcare 3.86%
4 Consumer Discretionary 2.9%
5 Utilities 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$728K 0.8%
3,298
+213
27
$692K 0.77%
23,788
+1,852
28
$658K 0.73%
928
-389
29
$628K 0.69%
4,438
-4,544
30
$625K 0.69%
13,423
-668
31
$617K 0.68%
2,883
-2,230
32
$615K 0.68%
12,142
-87
33
$574K 0.63%
3,770
-286
34
$573K 0.63%
1,566
-239
35
$539K 0.6%
5,752
+28
36
$492K 0.54%
2,739
-3,343
37
$488K 0.54%
1,793
-182
38
$481K 0.53%
1,417
-897
39
$478K 0.53%
1,803
-609
40
$471K 0.52%
3,553
-2,312
41
$469K 0.52%
2,654
-1,753
42
$461K 0.51%
2,610
-1,086
43
$457K 0.51%
3,048
-1,958
44
$439K 0.49%
2,073
-1,454
45
$434K 0.48%
2,879
-2,788
46
$420K 0.46%
1,331
-1,304
47
$379K 0.42%
1,025
-957
48
$379K 0.42%
5,475
-3,541
49
$378K 0.42%
2,141
-2,292
50
$360K 0.4%
5,724
-1,334
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