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
$90.5M
AUM Growth
+$2.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$6M
2
+$5.95M
3
+$4.97M
4
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$4.52M
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$3.7M

Top Sells

1
+$2.13M
2
+$1.89M
3
+$1.23M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.08M
5
TSLA icon
Tesla
TSLA
+$854K

Sector Composition

1 Financials 8.81%
2 Technology 7.9%
3 Healthcare 3.86%
4 Consumer Discretionary 2.9%
5 Utilities 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.52M 8.32%
327,023
+12,459
2
$6M 6.63%
+120,665
3
$5.95M 6.57%
+215,889
4
$5.18M 5.72%
85,744
+31,912
5
$4.97M 5.49%
+135,851
6
$4.76M 5.26%
149,577
+142,093
7
$4.43M 4.9%
33,971
-16,328
8
$3.7M 4.09%
+65,248
9
$3.63M 4.01%
9,489
-2,816
10
$2.68M 2.96%
8,672
-1,495
11
$2.15M 2.38%
55,494
+25,362
12
$2.09M 2.31%
24,782
+6,184
13
$1.96M 2.16%
8,152
-7,891
14
$1.95M 2.15%
+19,444
15
$1.6M 1.77%
4,000
-16
16
$1.57M 1.73%
17,323
+4,230
17
$1.39M 1.54%
16,638
-5,615
18
$1.34M 1.49%
15,894
-14,494
19
$1.28M 1.41%
25,290
-266
20
$1.17M 1.29%
43,373
-11,278
21
$1.15M 1.27%
28,698
-193
22
$837K 0.93%
6,237
-3,567
23
$813K 0.9%
+5,759
24
$759K 0.84%
25,575
+3,155
25
$743K 0.82%
8,270
-3,878
1
2 3 4 5