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
$94.7M
AUM Growth
+$1.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$4.15M
2
+$786K
3
+$399K
4
JMUB icon
JPMorgan Municipal ETF
JMUB
+$277K
5
NU icon
Nu Holdings
NU
+$259K

Top Sells

1
+$4.96M
2
+$1.53M
3
+$807K
4
AAPL icon
Apple
AAPL
+$762K
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$661K

Sector Composition

1 Technology 10.45%
2 Financials 9.22%
3 Consumer Discretionary 4%
4 Healthcare 3.97%
5 Industrials 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$682K 0.72%
2,876
-99
27
$650K 0.69%
1,766
+18
28
$648K 0.68%
937
+9
29
$612K 0.65%
4,406
-86
30
$571K 0.6%
2,937
+792
31
$539K 0.57%
1,815
-9
32
$533K 0.56%
3,741
-29
33
$520K 0.55%
3,641
34
$495K 0.52%
2,683
+43
35
$474K 0.5%
1,187
-6
36
$463K 0.49%
2,048
-606
37
$460K 0.49%
3,848
38
$457K 0.48%
3,018
+66
39
$429K 0.45%
2,685
40
$422K 0.45%
1,082
+56
41
$422K 0.45%
53,445
+32,853
42
$412K 0.44%
2,755
-2,686
43
$406K 0.43%
1,323
-88
44
$402K 0.42%
2,563
-240
45
$399K 0.42%
+1,801
46
$382K 0.4%
427
47
$382K 0.4%
2,242
48
$368K 0.39%
5,701
49
$360K 0.38%
2,365
50
$358K 0.38%
1,370
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