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
$93.3M
AUM Growth
-$1.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$2.57M
2
+$2.28M
3
+$1.43M
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$565K
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$493K

Top Sells

1
+$2.29M
2
+$1.89M
3
+$774K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$614K
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$463K

Sector Composition

1 Technology 9.84%
2 Financials 9.76%
3 Consumer Discretionary 4.28%
4 Healthcare 4.09%
5 Communication Services 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$34.8K 0.04%
+514
102
$34K 0.04%
+160
103
$32.4K 0.03%
17,603
104
$31.1K 0.03%
+133
105
$28.7K 0.03%
+1,467
106
$28.1K 0.03%
+311
107
$26.3K 0.03%
+135
108
$23.8K 0.03%
+1,385
109
$23.3K 0.03%
+132
110
$23K 0.02%
+1,575
111
$21.1K 0.02%
+700
112
$20K 0.02%
+139
113
$19.7K 0.02%
+1,107
114
$19.2K 0.02%
+121
115
$17.8K 0.02%
+432
116
$17.6K 0.02%
+357
117
$17.4K 0.02%
+324
118
$16.3K 0.02%
+66
119
$15.9K 0.02%
+441
120
$15.7K 0.02%
+505
121
$15K 0.02%
+200
122
$13.7K 0.01%
+500
123
$13.4K 0.01%
+284
124
$13.2K 0.01%
+88
125
$12.5K 0.01%
+938
3 4
5
6 7