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
$114M
AUM Growth
+$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$6.17M
2
+$2.62M
3
+$2.29M
4
IOO icon
iShares Global 100 ETF
IOO
+$1.53M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.21M

Top Sells

1
+$1.5M
2
+$1.32M
3
+$927K
4
EELV icon
Invesco S&P Emerging Markets Low Volatility ETF
EELV
+$816K
5
BYLD icon
iShares Yield Optimized Bond ETF
BYLD
+$510K

Sector Composition

1 Technology 9.84%
2 Financials 8.69%
3 Consumer Discretionary 4.04%
4 Healthcare 3.26%
5 Communication Services 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
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