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
$90.5M
AUM Growth
+$2.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$6M
2
+$5.95M
3
+$4.97M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$4.52M
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$3.7M

Top Sells

1
+$2.13M
2
+$1.89M
3
+$1.23M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.08M
5
TSLA icon
Tesla
TSLA
+$854K

Sector Composition

1 Financials 8.81%
2 Technology 7.9%
3 Healthcare 3.86%
4 Consumer Discretionary 2.9%
5 Utilities 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$210K 0.23%
1,500
-336
77
$207K 0.23%
2,090
-660
78
$205K 0.23%
+4,648
79
$202K 0.22%
570
-235
80
$134K 0.15%
32,854
+16,426
81
– –
-3,234
82
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-10,196
83
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-1,227
84
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-2,980
85
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-779
86
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87
– –
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88
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-9,806
89
– –
-1,077
90
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91
– –
-3,632
92
– –
-1,727
93
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-3,964
94
– –
-34,987
95
– –
-5,235
96
– –
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98
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-4,610
99
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100
– –
-2,085
2 3
4
5 6