LAS
LWM Advisory Services Portfolio holdings
AUM
$145M
1-Year Est. Return
16.53%
1 Year Est. Return
+16.53%
AUM
$144M
AUM Growth
+$167K
(+0.12%)
Holding
101
Top Buys
| 1 | +$8.51M | |
| 2 | +$2.54M | |
| 3 | +$2.39M | |
| 4 |
SPDR Gold MiniShares Trust
GLDM
|
+$1.52M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$516K |
Top Sells
| 1 | +$8.57M | |
| 2 | +$1.14M | |
| 3 | +$1.03M | |
| 4 |
Invesco S&P MidCap Quality ETF
XMHQ
|
+$643K |
| 5 |
Apple
AAPL
|
+$602K |
Sector Composition
| 1 | Technology | 10.43% |
| 2 | Financials | 8.93% |
| 3 | Consumer Discretionary | 3.99% |
| 4 | Communication Services | 2.74% |
| 5 | Healthcare | 2.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
PepsiCo
PEP
$207B
| – | – |
-2,551
|
|