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
$80.6M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$8.18M
2
+$5.47M
3
+$4.63M
4
AMZN icon
Amazon
AMZN
+$4.2M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.13M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.65%
2 Financials 12.19%
3 Consumer Discretionary 11.13%
4 Communication Services 7.99%
5 Healthcare 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.18M 10.14%
+46,059
2
$5.47M 6.78%
+11,508
3
$4.63M 5.74%
+13,753
4
$4.2M 5.2%
+25,160
5
$2.13M 2.65%
+14,760
6
$2.08M 2.58%
+6,958
7
$1.66M 2.06%
+4,002
8
$1.49M 1.84%
+50,530
9
$1.48M 1.84%
+4,411
10
$1.38M 1.71%
+38,911
11
$1.27M 1.58%
+13,598
12
$1.25M 1.56%
+8,660
13
$1.21M 1.49%
+24,659
14
$1.09M 1.35%
+26,277
15
$1.04M 1.29%
+3,741
16
$1.03M 1.28%
+24,477
17
$1.01M 1.25%
+4,662
18
$978K 1.21%
+6,173
19
$844K 1.05%
+17,586
20
$840K 1.04%
+2,112
21
$839K 1.04%
+1,671
22
$837K 1.04%
+1,774
23
$834K 1.03%
+3,647
24
$833K 1.03%
+2,364
25
$826K 1.02%
+7,553
1
2 3 4 5