LAS
LWM Advisory Services Portfolio holdings
AUM
$93.7M
1-Year Est. Return
16.52%
This Fund
S&P 500
1 Year Est. Return
+16.52%
AUM
$171M
AUM Growth
-$898K
(-0.52%)
Holding
103
Top Buys
| 1 | +$1.41M | |
| 2 | +$564K | |
| 3 | +$437K | |
| 4 |
iShares International Select Dividend ETF
IDV
|
+$359K |
| 5 |
Apple
AAPL
|
+$340K |
Top Sells
| 1 | +$1.15M | |
| 2 | +$909K | |
| 3 | +$660K | |
| 4 |
NextEra Energy
NEE
|
+$640K |
| 5 |
S&P Global
SPGI
|
+$529K |
Sector Composition
| 1 | Technology | 11.17% |
| 2 | Financials | 6.06% |
| 3 | Communication Services | 3.43% |
| 4 | Consumer Discretionary | 3.35% |
| 5 | Industrials | 1.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Canadian Pacific Kansas City
CP
$77.6B
| – | – |
-5,993
|
|
||
102
Chevron
CVX
$379B
| – | – |
-2,857
|
|
||
103
DraftKings
DKNG
$11.4B
| – | – |
-9,935
|
|