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
$135M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$8.73M
2
+$1.78M
3
+$1.35M
4
NVDA icon
NVIDIA
NVDA
+$1.23M
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$968K

Top Sells

1
+$11M
2
+$963K
3
+$497K
4
LAZ icon
Lazard
LAZ
+$488K
5
PGR icon
Progressive
PGR
+$447K

Sector Composition

1 Technology 12.37%
2 Financials 8.75%
3 Consumer Discretionary 4.12%
4 Healthcare 3.33%
5 Industrials 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.14M 0.84%
5,028
+568
27
$1.03M 0.76%
3,146
28
$1.02M 0.76%
27,212
-4,553
29
$974K 0.72%
20,271
-1,560
30
$968K 0.72%
+21,351
31
$948K 0.7%
69,425
32
$854K 0.63%
899
-71
33
$793K 0.59%
4,782
+2,781
34
$751K 0.56%
16,500
-1,412
35
$744K 0.55%
2,705
+955
36
$665K 0.49%
+2,115
37
$652K 0.48%
1,054
+323
38
$639K 0.47%
1,578
+374
39
$591K 0.44%
2,540
+418
40
$560K 0.41%
1,840
+479
41
$560K 0.41%
3,826
+826
42
$541K 0.4%
3,025
-426
43
$537K 0.4%
14,875
44
$531K 0.39%
2,575
+941
45
$529K 0.39%
1,251
+120
46
$526K 0.39%
1,018
-1,865
47
$520K 0.39%
2,893
-410
48
$513K 0.38%
+1,038
49
$509K 0.38%
3,242
50
$506K 0.38%
3,307
-419
1
2
3 4