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
$135M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$8.73M
2
+$1.78M
3
+$1.35M
4
NVDA icon
NVIDIA
NVDA
+$1.23M
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$968K

Top Sells

1
+$11M
2
+$963K
3
+$497K
4
LAZ icon
Lazard
LAZ
+$488K
5
PGR icon
Progressive
PGR
+$447K

Sector Composition

1 Technology 12.37%
2 Financials 8.75%
3 Consumer Discretionary 4.12%
4 Healthcare 3.33%
5 Industrials 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$502K 0.37%
876
+297
52
$477K 0.35%
10,977
-1,554
53
$476K 0.35%
537
+298
54
$471K 0.35%
10,615
-317
55
$470K 0.35%
4,642
-121
56
$458K 0.34%
1,749
+717
57
$449K 0.33%
2,296
+166
58
$447K 0.33%
+764
59
$442K 0.33%
2,602
+879
60
$441K 0.33%
5,592
-794
61
$432K 0.32%
1,612
-229
62
$417K 0.31%
+1,257
63
$415K 0.31%
2,393
+289
64
$397K 0.29%
802
-85
65
$381K 0.28%
2,585
+343
66
$377K 0.28%
+3,745
67
$366K 0.27%
+1,780
68
$364K 0.27%
1,648
+373
69
$361K 0.27%
6,817
-206,959
70
$356K 0.26%
4,157
+992
71
$349K 0.26%
1,769
+199
72
$338K 0.25%
6,774
-1,064
73
$333K 0.25%
9,658
-1,547
74
$327K 0.24%
840
-340
75
$324K 0.24%
+626
1 2
3
4