LAS

LWM Advisory Services Portfolio holdings

AUM $172M
1-Year Est. Return 17.46%
This Quarter Est. Return
1 Year Est. Return
+17.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
+$167K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$8.51M
2
+$2.54M
3
+$2.39M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$1.52M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$516K

Top Sells

1
+$8.57M
2
+$1.14M
3
+$1.03M
4
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$643K
5
AAPL icon
Apple
AAPL
+$602K

Sector Composition

1 Technology 10.43%
2 Financials 8.93%
3 Consumer Discretionary 3.99%
4 Communication Services 2.74%
5 Healthcare 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.1M 7.71%
19,847
-15,321
2
$10M 6.95%
161,714
+24,608
3
$8.62M 5.99%
355,162
+17,384
4
$8.51M 5.91%
+49,107
5
$7.25M 5.03%
132,312
-20,789
6
$6.85M 4.76%
181,649
+4,219
7
$6.81M 4.73%
136,203
+3,808
8
$6.6M 4.58%
29,691
-2,708
9
$5.26M 3.65%
9,873
+968
10
$4.14M 2.88%
82,292
+50,410
11
$3.57M 2.48%
9,490
-33
12
$3.34M 2.32%
36,148
+1,104
13
$3.25M 2.25%
17,047
+450
14
$3.07M 2.13%
136,843
+5,807
15
$3M 2.08%
27,545
+1,435
16
$2.64M 1.83%
5,621
+206
17
$2.51M 1.74%
26,025
+100
18
$2.39M 1.66%
+54,945
19
$1.93M 1.34%
41,964
-22,371
20
$1.82M 1.26%
4,000
21
$1.52M 1.05%
15,100
-422
22
$1.4M 0.97%
1,698
-146
23
$1.34M 0.93%
5,474
+16
24
$1.34M 0.93%
8,565
25
$1.28M 0.89%
13,970
-7,029
1
2 3 4 5