LAS

LWM Advisory Services Portfolio holdings

AUM $171M
1-Year Est. Return 19.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
+$1.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$6.35M
2
+$1.29M
3
+$975K
4
EELV icon
Invesco S&P Emerging Markets Low Volatility ETF
EELV
+$965K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$539K

Top Sells

1
+$7.25M
2
+$6.75M
3
+$1.05M
4
NU icon
Nu Holdings
NU
+$510K
5
GS icon
Goldman Sachs
GS
+$455K

Sector Composition

1 Technology 10.98%
2 Financials 8.38%
3 Consumer Discretionary 4.32%
4 Communication Services 3.03%
5 Industrials 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$503K 0.35%
4,992
-1,859
52
$490K 0.34%
495
-58
53
$487K 0.34%
3,257
+86
54
$486K 0.34%
12,074
+1,900
55
$479K 0.33%
1,539
-4
56
$475K 0.33%
5,993
57
$463K 0.32%
1,263
-141
58
$463K 0.32%
2,229
59
$450K 0.31%
172
60
$435K 0.3%
1,968
-293
61
$435K 0.3%
1,786
62
$433K 0.3%
5,320
-13
63
$426K 0.29%
9,935
64
$426K 0.29%
3,180
-300
65
$420K 0.29%
2,636
-171
66
$419K 0.29%
1,175
67
$418K 0.29%
+4,676
68
$403K 0.28%
4,566
69
$399K 0.27%
10,638
70
$369K 0.25%
910
-100
71
$365K 0.25%
2,550
-50
72
$360K 0.25%
1,575
73
$359K 0.25%
1,131
-90
74
$342K 0.24%
225
-1
75
$333K 0.23%
587
1 2
3
4