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
$144M
AUM Growth
+$8.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$6.02M
2
+$1.6M
3
+$841K
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$540K
5
YPF icon
YPF
YPF
+$492K

Top Sells

1
+$639K
2
+$459K
3
+$374K
4
CP icon
Canadian Pacific Kansas City
CP
+$356K
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$346K

Sector Composition

1 Technology 11.93%
2 Financials 8.31%
3 Consumer Discretionary 3.99%
4 Communication Services 2.91%
5 Healthcare 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$504K 0.35%
3,242
52
$500K 0.35%
1,004
-14
53
$493K 0.34%
2,244
+596
54
$492K 0.34%
+11,576
55
$476K 0.33%
3,826
56
$440K 0.31%
768
-34
57
$435K 0.3%
2,382
-158
58
$426K 0.3%
5,333
-259
59
$425K 0.3%
1,543
-69
60
$418K 0.29%
2,496
+103
61
$416K 0.29%
+4,736
62
$406K 0.28%
1,048
-701
63
$405K 0.28%
10,174
-441
64
$398K 0.28%
1,200
-57
65
$388K 0.27%
4,566
+1,752
66
$387K 0.27%
742
-312
67
$386K 0.27%
2,551
-51
68
$383K 0.27%
2,005
-56
69
$380K 0.26%
752
-12
70
$375K 0.26%
2,585
71
$365K 0.25%
+3,425
72
$363K 0.25%
2,232
-64
73
$328K 0.23%
369
+32
74
$324K 0.23%
1,780
75
$315K 0.22%
1,769
1 2
3
4