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
$80.6M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$8.18M
2
+$5.47M
3
+$4.63M
4
AMZN icon
Amazon
AMZN
+$4.2M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.13M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.65%
2 Financials 12.19%
3 Consumer Discretionary 11.13%
4 Communication Services 7.99%
5 Healthcare 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$447K 0.55%
+4,320
52
$443K 0.55%
+5,337
53
$440K 0.55%
+8,554
54
$438K 0.54%
+10,448
55
$429K 0.53%
+5,191
56
$425K 0.53%
+7,296
57
$421K 0.52%
+3,805
58
$420K 0.52%
+7,791
59
$418K 0.52%
+736
60
$418K 0.52%
+9,704
61
$410K 0.51%
+9,646
62
$391K 0.48%
+2,284
63
$387K 0.48%
+2,304
64
$380K 0.47%
+3,240
65
$377K 0.47%
+7,337
66
$370K 0.46%
+1,773
67
$364K 0.45%
+2,530
68
$363K 0.45%
+2,092
69
$363K 0.45%
+10,575
70
$346K 0.43%
+5,664
71
$345K 0.43%
+1,397
72
$342K 0.42%
+4,822
73
$328K 0.41%
+707
74
$327K 0.41%
+837
75
$326K 0.4%
+8,666
1 2
3
4 5