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
$144M
AUM Growth
+$8.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$6.02M
2
+$1.6M
3
+$841K
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$540K
5
YPF icon
YPF
YPF
+$492K

Top Sells

1
+$639K
2
+$459K
3
+$374K
4
CP icon
Canadian Pacific Kansas City
CP
+$356K
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$346K

Sector Composition

1 Technology 11.93%
2 Financials 8.31%
3 Consumer Discretionary 3.99%
4 Communication Services 2.91%
5 Healthcare 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.28M 0.89%
18,934
-1,898
27
$1.11M 0.77%
4,763
-265
28
$1.1M 0.76%
15,282
-184
29
$1.06M 0.73%
22,553
+2,282
30
$1.02M 0.71%
3,040
-106
31
$898K 0.62%
876
-23
32
$855K 0.59%
4,516
-266
33
$850K 0.59%
24,909
-2,303
34
$834K 0.58%
2,644
-61
35
$789K 0.55%
14,875
36
$728K 0.51%
2,261
+146
37
$719K 0.5%
69,425
38
$593K 0.41%
2,760
-133
39
$579K 0.4%
13,259
-3,241
40
$557K 0.39%
5,557
+1,812
41
$553K 0.38%
2,513
-62
42
$553K 0.38%
5,494
+852
43
$547K 0.38%
3,171
-136
44
$544K 0.38%
924
+48
45
$543K 0.38%
1,038
46
$535K 0.37%
1,840
47
$532K 0.37%
1,251
48
$526K 0.37%
1,353
-225
49
$507K 0.35%
2,959
-66
50
$505K 0.35%
553
+16
1
2
3 4