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
$114M
AUM Growth
+$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$6.58M
2
+$2.85M
3
+$2.47M
4
IOO icon
iShares Global 100 ETF
IOO
+$1.61M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.31M

Top Sells

1
+$1.56M
2
+$1.32M
3
+$1.02M
4
EELV icon
Invesco S&P Emerging Markets Low Volatility ETF
EELV
+$855K
5
BYLD icon
iShares Yield Optimized Bond ETF
BYLD
+$528K

Sector Composition

1 Technology 9.84%
2 Financials 8.69%
3 Consumer Discretionary 4.04%
4 Healthcare 3.26%
5 Communication Services 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$434K 0.38%
2,199
52
$427K 0.38%
1,717
+225
53
$411K 0.36%
781
+74
54
$404K 0.35%
2,365
55
$400K 0.35%
2,079
+1,143
56
$386K 0.34%
2,590
+27
57
$384K 0.34%
644
+76
58
$383K 0.34%
580
+21
59
$365K 0.32%
3,706
+3,308
60
$349K 0.31%
2,214
-541
61
$345K 0.3%
2,200
+75
62
$317K 0.28%
2,421
63
$301K 0.26%
2,000
64
$287K 0.25%
+8,264
65
$286K 0.25%
2,622
+31
66
$278K 0.24%
4,710
-346
67
$270K 0.24%
267
-20
68
$269K 0.24%
1,500
69
$267K 0.24%
1,635
70
$263K 0.23%
1,696
+18
71
$259K 0.23%
3,319
+25
72
$250K 0.22%
485
73
$235K 0.21%
1,090
-50
74
$227K 0.2%
+864
75
$215K 0.19%
1,368
1 2
3
4 5