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
$90.5M
AUM Growth
+$2.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$6M
2
+$5.95M
3
+$4.97M
4
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$4.52M
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$3.7M

Top Sells

1
+$2.13M
2
+$1.89M
3
+$1.23M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.08M
5
TSLA icon
Tesla
TSLA
+$854K

Sector Composition

1 Financials 8.81%
2 Technology 7.9%
3 Healthcare 3.86%
4 Consumer Discretionary 2.9%
5 Utilities 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$358K 0.4%
3,848
-7,235
52
$353K 0.39%
714
-908
53
$349K 0.39%
2,278
-1,049
54
$348K 0.38%
1,370
+316
55
$337K 0.37%
3,043
-2,127
56
$327K 0.36%
4,822
-2,332
57
$323K 0.36%
+10,341
58
$321K 0.35%
+12,103
59
$316K 0.35%
20,330
-17,280
60
$312K 0.34%
887
+5
61
$299K 0.33%
637
-151
62
$295K 0.33%
500
-793
63
$280K 0.31%
1,735
-1,527
64
$260K 0.29%
1,366
-2,628
65
$258K 0.29%
3,345
-2,854
66
$257K 0.28%
2,651
+478
67
$249K 0.28%
5,040
-8,550
68
$246K 0.27%
6,323
-4,032
69
$237K 0.26%
1,678
-772
70
$235K 0.26%
1,500
-466
71
$233K 0.26%
1,343
-607
72
$230K 0.25%
+4,593
73
$222K 0.25%
2,700
-270
74
$218K 0.24%
2,000
-32
75
$211K 0.23%
+3,614
1 2
3
4 5