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
$119M
AUM Growth
-$5.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$7.35M
2
+$1.65M
3
+$826K
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$508K
5
LAZ icon
Lazard
LAZ
+$488K

Top Sells

1
+$8.28M
2
+$1.76M
3
+$725K
4
MSFT icon
Microsoft
MSFT
+$616K
5
MA icon
Mastercard
MA
+$483K

Sector Composition

1 Technology 9.4%
2 Financials 8.83%
3 Consumer Discretionary 3.71%
4 Healthcare 3.13%
5 Industrials 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$415K 0.35%
1,204
-613
52
$412K 0.35%
2,122
-743
53
$404K 0.34%
731
-124
54
$401K 0.34%
887
+8
55
$387K 0.33%
3,000
-826
56
$381K 0.32%
+7,838
57
$375K 0.31%
11,205
-206
58
$364K 0.31%
2,001
-2,070
59
$351K 0.29%
2,242
-255
60
$347K 0.29%
2,104
-264
61
$347K 0.29%
1,361
-447
62
$341K 0.29%
267
63
$320K 0.27%
1,500
64
$292K 0.25%
579
+7
65
$289K 0.24%
+3,516
66
$288K 0.24%
1,634
-2,007
67
$287K 0.24%
3,210
-115
68
$284K 0.24%
1,723
-1,073
69
$269K 0.23%
1,570
-197
70
$261K 0.22%
10,638
-6,284
71
$260K 0.22%
2,104
-488
72
$249K 0.21%
3,165
-90
73
$245K 0.21%
489
74
$228K 0.19%
1,180
+340
75
$221K 0.19%
1,275
-282
1 2
3
4