LAS

LWM Advisory Services Portfolio holdings

AUM $172M
1-Year Est. Return 17.46%
This Quarter Est. Return
1 Year Est. Return
+17.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
+$167K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$8.51M
2
+$2.54M
3
+$2.39M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$1.52M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$516K

Top Sells

1
+$8.57M
2
+$1.14M
3
+$1.03M
4
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$643K
5
AAPL icon
Apple
AAPL
+$602K

Sector Composition

1 Technology 10.43%
2 Financials 8.93%
3 Consumer Discretionary 3.99%
4 Communication Services 2.74%
5 Healthcare 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.15M 0.8%
14,323
-1,212
27
$1.11M 0.77%
17,883
-1,051
28
$1.09M 0.76%
15,362
+80
29
$966K 0.67%
3,040
30
$953K 0.66%
21,873
-680
31
$890K 0.62%
2,552
-92
32
$870K 0.6%
23,902
-1,007
33
$829K 0.58%
876
34
$789K 0.55%
4,088
-2,494
35
$714K 0.5%
4,587
+71
36
$696K 0.48%
14,875
37
$690K 0.48%
6,851
+1,294
38
$675K 0.47%
2,200
-61
39
$672K 0.47%
2,513
40
$591K 0.41%
3,034
+75
41
$591K 0.41%
13,259
42
$575K 0.4%
1,840
43
$571K 0.4%
5,521
+27
44
$570K 0.4%
984
+60
45
$569K 0.4%
1,038
46
$567K 0.39%
2,746
-2,017
47
$560K 0.39%
3,796
-30
48
$556K 0.39%
2,234
-10
49
$526K 0.37%
1,252
+1
50
$526K 0.37%
553
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