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
$80.5M
AUM Growth
-$125K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$483K
2
+$408K
3
+$371K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$322K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$305K

Top Sells

1
+$1.09M
2
+$515K
3
+$452K
4
HD icon
Home Depot
HD
+$437K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$387K

Sector Composition

1 Technology 22.21%
2 Financials 13.23%
3 Consumer Discretionary 9.73%
4 Healthcare 8.11%
5 Communication Services 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$455K 0.57%
926
+219
52
$442K 0.55%
11,795
+3,129
53
$440K 0.55%
9,926
+280
54
$440K 0.55%
2,157
-98
55
$432K 0.54%
5,057
+1,079
56
$421K 0.52%
731
-5
57
$414K 0.51%
2,231
+458
58
$408K 0.51%
+2,570
59
$403K 0.5%
7,791
60
$395K 0.49%
1,884
+487
61
$391K 0.49%
3,568
-237
62
$386K 0.48%
5,049
-142
63
$386K 0.48%
930
-149
64
$383K 0.48%
7,463
+2,371
65
$382K 0.47%
1,133
+296
66
$380K 0.47%
1,532
+298
67
$375K 0.47%
819
-135
68
$371K 0.46%
+3,962
69
$367K 0.46%
7,649
+312
70
$367K 0.46%
4,703
-634
71
$359K 0.45%
2,131
+39
72
$342K 0.42%
3,631
+530
73
$338K 0.42%
6,604
-1,950
74
$334K 0.41%
1,348
+143
75
$330K 0.41%
10,881
+306
1 2
3
4 5