LAS

LWM Advisory Services Portfolio holdings

AUM $171M
1-Year Est. Return 19.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
+$167K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$8.73M
2 +$2.54M
3 +$2.32M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$1.4M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$471K

Top Sells

1 +$9.01M
2 +$1.18M
3 +$1.1M
4
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$685K
5
AAPL icon
Apple
AAPL
+$627K

Sector Composition

1 Technology 10.43%
2 Financials 8.93%
3 Consumer Discretionary 3.99%
4 Communication Services 2.74%
5 Industrials 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-2,551