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

Top Buys

1
+$6.58M
2
+$2.85M
3
+$2.47M
4
IOO icon
iShares Global 100 ETF
IOO
+$1.61M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.31M

Top Sells

1
+$1.56M
2
+$1.32M
3
+$1.02M
4
EELV icon
Invesco S&P Emerging Markets Low Volatility ETF
EELV
+$855K
5
BYLD icon
iShares Yield Optimized Bond ETF
BYLD
+$528K

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
in Stake 		Capital Flow
151
– –
-51
152
– –
-311
153
– –
-5,251
154
– –
-5
3 4 5 6
7