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
$83.4M
AUM Growth
+$2.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$6.41M
2
+$2.58M
3
+$1.58M
4
FDS icon
Factset
FDS
+$1.54M
5
JPSE icon
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
+$1.11M

Top Sells

1
+$811K
2
+$666K
3
+$604K
4
XMVM icon
Invesco S&P MidCap Value with Momentum ETF
XMVM
+$495K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$440K

Sector Composition

1 Technology 16.52%
2 Financials 12.43%
3 Healthcare 9.9%
4 Consumer Discretionary 7.45%
5 Communication Services 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-1,146
127
– –
-9,064
128
– –
-1,122
2 3 4 5
6