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LWM Advisory Services Portfolio holdings

AUM $93.7M
1-Year Est. Return 16.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.52%
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
+$6.04M
2
+$5.92M
3
+$4.9M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$4.49M
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$3.66M

Top Sells

1
+$2.33M
2
+$1.89M
3
+$1.43M
4
SPY icon
State Street 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
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