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
$94.7M
AUM Growth
+$1.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$4.15M
2
+$786K
3
+$399K
4
JMUB icon
JPMorgan Municipal ETF
JMUB
+$277K
5
NU icon
Nu Holdings
NU
+$259K

Top Sells

1
+$4.96M
2
+$1.53M
3
+$807K
4
AAPL icon
Apple
AAPL
+$762K
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$661K

Sector Composition

1 Technology 10.45%
2 Financials 9.22%
3 Consumer Discretionary 4%
4 Healthcare 3.97%
5 Industrials 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$352K 0.37%
2,658
52
$352K 0.37%
2,124
-93
53
$347K 0.37%
1,316
+92
54
$347K 0.37%
6,913
+1,966
55
$324K 0.34%
697
-47
56
$307K 0.32%
5,104
-620
57
$302K 0.32%
570
-67
58
$302K 0.32%
2,645
-400
59
$301K 0.32%
4,509
-74,479
60
$298K 0.32%
6,545
61
$273K 0.29%
3,294
-175
62
$272K 0.29%
560
-10
63
$266K 0.28%
516
-5
64
$260K 0.27%
1,500
65
$245K 0.26%
1,368
66
$245K 0.26%
+2,556
67
$240K 0.25%
2,000
68
$239K 0.25%
1,500
69
$225K 0.24%
2,421
-29
70
$221K 0.23%
+1,140
71
$218K 0.23%
1,635
-156
72
$218K 0.23%
1,615
-238
73
$211K 0.22%
2,548
74
$209K 0.22%
+485
75
$200K 0.21%
+2,000
1 2
3
4