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
+$167K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$8.51M
2
+$2.54M
3
+$2.39M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$1.52M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$516K

Top Sells

1
+$8.57M
2
+$1.14M
3
+$1.03M
4
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$643K
5
AAPL icon
Apple
AAPL
+$602K

Sector Composition

1 Technology 10.43%
2 Financials 8.93%
3 Consumer Discretionary 3.99%
4 Communication Services 2.74%
5 Healthcare 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HD icon
51
Home Depot
HD
$389B
$514K 0.36%
1,404
+51
SPGI icon
52
S&P Global
SPGI
$148B
$511K 0.35%
1,004
NU icon
53
Nu Holdings
NU
$76.8B
$510K 0.35%
49,799
-19,626
URTH icon
54
iShares MSCI World ETF
URTH
$5.93B
$497K 0.34%
3,242
TMO icon
55
Thermo Fisher Scientific
TMO
$211B
$496K 0.34%
1,010
+268
AMT icon
56
American Tower
AMT
$90.1B
$493K 0.34%
2,261
-121
PG icon
57
Procter & Gamble
PG
$356B
$478K 0.33%
2,807
+311
VRSK icon
58
Verisk Analytics
VRSK
$33.1B
$459K 0.32%
1,543
GS icon
59
Goldman Sachs
GS
$234B
$455K 0.32%
833
+65
YPF icon
60
YPF
YPF
$10.6B
$451K 0.31%
12,858
+1,282
BX icon
61
Blackstone
BX
$121B
$443K 0.31%
3,171
CVX icon
62
Chevron
CVX
$315B
$435K 0.3%
2,600
+15
ALC icon
63
Alcon
ALC
$37.7B
$430K 0.3%
4,566
SCI icon
64
Service Corp International
SCI
$11.6B
$428K 0.3%
5,333
CP icon
65
Canadian Pacific Kansas City
CP
$69.7B
$421K 0.29%
+5,993
LNG icon
66
Cheniere Energy
LNG
$48.8B
$413K 0.29%
1,786
-974
FE icon
67
FirstEnergy
FE
$27.2B
$411K 0.29%
10,174
PAM icon
68
Pampa Energía
PAM
$3.23B
$408K 0.28%
5,291
+555
TXN icon
69
Texas Instruments
TXN
$157B
$401K 0.28%
+2,229
ABBV icon
70
AbbVie
ABBV
$409B
$370K 0.26%
1,769
CTAS icon
71
Cintas
CTAS
$79B
$370K 0.26%
1,780
ZTS icon
72
Zoetis
ZTS
$64.7B
$365K 0.25%
2,232
UNH icon
73
UnitedHealth
UNH
$326B
$365K 0.25%
697
-55
WM icon
74
Waste Management
WM
$86.6B
$365K 0.25%
1,575
+75
MELI icon
75
Mercado Libre
MELI
$109B
$336K 0.23%
172
+50
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3
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