LAS

LWM Advisory Services Portfolio holdings

AUM $172M
1-Year Est. Return 17.46%
This Quarter Est. Return
1 Year Est. Return
+17.46%
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
51
$514K 0.36%
1,404
+51
52
$511K 0.35%
1,004
53
$510K 0.35%
49,799
-19,626
54
$497K 0.34%
3,242
55
$496K 0.34%
1,010
+268
56
$493K 0.34%
2,261
-121
57
$478K 0.33%
2,807
+311
58
$459K 0.32%
1,543
59
$455K 0.32%
833
+65
60
$451K 0.31%
12,858
+1,282
61
$443K 0.31%
3,171
62
$435K 0.3%
2,600
+15
63
$430K 0.3%
4,566
64
$428K 0.3%
5,333
65
$421K 0.29%
+5,993
66
$413K 0.29%
1,786
-974
67
$411K 0.29%
10,174
68
$408K 0.28%
5,291
+555
69
$401K 0.28%
+2,229
70
$370K 0.26%
1,769
71
$370K 0.26%
1,780
72
$365K 0.25%
2,232
73
$365K 0.25%
697
-55
74
$365K 0.25%
1,575
+75
75
$336K 0.23%
172
+50
1 2
3
4 5