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
$80.6M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$8.18M
2
+$5.47M
3
+$4.63M
4
AMZN icon
Amazon
AMZN
+$4.2M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.13M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.65%
2 Financials 12.19%
3 Consumer Discretionary 11.13%
4 Communication Services 7.99%
5 Healthcare 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$325K 0.4%
+1,113
77
$323K 0.4%
+1,205
78
$317K 0.39%
+1,234
79
$305K 0.38%
+1,001
80
$295K 0.37%
+18,721
81
$295K 0.37%
+3,101
82
$288K 0.36%
+3,395
83
$283K 0.35%
+5,616
84
$272K 0.34%
+6,963
85
$266K 0.33%
+2,060
86
$265K 0.33%
+5,092
87
$262K 0.32%
+5,439
88
$258K 0.32%
+2,401
89
$257K 0.32%
+1,986
90
$255K 0.32%
+3,978
91
$252K 0.31%
+1,629
92
$241K 0.3%
+1,042
93
$238K 0.3%
+2,907
94
$238K 0.3%
+984
95
$236K 0.29%
+570
96
$236K 0.29%
+3,719
97
$236K 0.29%
+6,532
98
$228K 0.28%
+2,980
99
$227K 0.28%
+2,052
100
$226K 0.28%
+1,930
1 2 3
4
5