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
101
$223K 0.28%
+1,340
102
$218K 0.27%
+91
103
$215K 0.27%
+2,190
104
$215K 0.27%
+3,671
105
$203K 0.25%
+1,522
106
$192K 0.24%
+15,369