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
$119M
AUM Growth
-$5.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$7.35M
2
+$1.65M
3
+$826K
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$508K
5
LAZ icon
Lazard
LAZ
+$488K

Top Sells

1
+$8.28M
2
+$1.76M
3
+$725K
4
MSFT icon
Microsoft
MSFT
+$616K
5
MA icon
Mastercard
MA
+$483K

Sector Composition

1 Technology 9.4%
2 Financials 8.83%
3 Consumer Discretionary 3.71%
4 Healthcare 3.13%
5 Industrials 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$207K 0.17%
2,000
77
$204K 0.17%
1,032
-685
78
$203K 0.17%
239
-320
79
$202K 0.17%
1,402
-70
80
$18K 0.02%
17,603
81
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-1,877
82
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-601
83
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-1,500
84
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-2,000
85
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-2,125
86
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-1,003
87
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-2,481
88
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-1,090
89
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-2,214
90
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-322,902
91
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-485
92
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-516
93
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-751
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4