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
$94.7M
AUM Growth
+$1.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$4.15M
2
+$786K
3
+$399K
4
JMUB icon
JPMorgan Municipal ETF
JMUB
+$277K
5
NU icon
Nu Holdings
NU
+$259K

Top Sells

1
+$4.96M
2
+$1.53M
3
+$807K
4
AAPL icon
Apple
AAPL
+$762K
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$661K

Sector Composition

1 Technology 10.45%
2 Financials 9.22%
3 Consumer Discretionary 4%
4 Healthcare 3.97%
5 Industrials 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$177K 0.19%
+11,643
77
$62.7K 0.07%
+17,603
78
– –
-959
79
– –
-2,074
80
– –
-8,790
81
– –
-15,883
82
– –
-1,306
83
– –
-5,656
84
– –
-55,376
85
– –
-4,245
1 2 3
4