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
$80.5M
AUM Growth
-$125K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$483K
2
+$408K
3
+$371K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$322K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$305K

Top Sells

1
+$1.09M
2
+$515K
3
+$452K
4
HD icon
Home Depot
HD
+$437K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$387K

Sector Composition

1 Technology 22.21%
2 Financials 13.23%
3 Consumer Discretionary 9.73%
4 Healthcare 8.11%
5 Communication Services 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$323K 0.4%
9,064
-1,384
77
$318K 0.4%
1,273
+272
78
$318K 0.4%
4,831
+9
79
$314K 0.39%
3,948
+553
80
$309K 0.38%
2,829
+299
81
$305K 0.38%
+2,501
82
$294K 0.37%
2,260
+738
83
$292K 0.36%
+2,333
84
$286K 0.36%
+826
85
$285K 0.35%
1,111
-2
86
$279K 0.35%
+1,121
87
$277K 0.34%
4,892
+1,221
88
$272K 0.34%
3,297
+317
89
$268K 0.33%
7,846
+1,314
90
$260K 0.32%
+3,387
91
$256K 0.32%
109
+18
92
$255K 0.32%
1,122
+138
93
$248K 0.31%
4,956
-483
94
$243K 0.3%
1,146
+104
95
$238K 0.3%
5,701
-10,839
96
$238K 0.3%
+3,294
97
$237K 0.29%
+3,777
98
$237K 0.29%
+7,049
99
$234K 0.29%
2,676
+486
100
$234K 0.29%
6,118
-845
1 2 3
4
5