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LWM ADVISORS INC
LWM ADVISORS INC
Latest filing: 2026-06-30
LWM ADVISORS INC runs LWM ADVISORS INC and currently holds 37 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $134.11M. Their top holdings are IWD, IWF, EFA, IWO, IWN. The top five represent 66.4% of reported portfolio weight. LWM ADVISORS INC ranks #982 out of 1000 investors tracked by Alpha Score. In the most recent quarter, LWM ADVISORS INC initiated 6 new positions. They added to 10 existing positions. They trimmed 14 positions. Their current best-performing preview position is XNTK with returns of +53.03%.
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37 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 IWD ISHARES TR | 23.05% | $188.40 | $257.31 | +36.57% | Added +1.75% |
 IWF ISHARES TR | 19.42% | $192.85 | $122.38 | -36.54% | Added +305.30% |
 EFA ISHARES TR | 10.83% | $75.66 | $108.26 | +43.08% | Trimmed -0.62% |
 IWO ISHARES TR | 6.80% | $289.51 | $387.34 | +33.79% | Trimmed -0.43% |
 IWN ISHARES TR | 6.35% | $165.15 | $224.75 | +36.09% | Trimmed -0.72% |
 EEM ISHARES TR | 5.13% | $41.84 | $67.12 | +60.42% | Trimmed -3.17% |
 IWS ISHARES TR | 3.86% | $129.98 | $171.95 | +32.29% | Trimmed -3.90% |
 IWP ISHARES TR | 3.44% | $127.37 | $143.69 | +12.81% | Added +1.78% |
 IEFA ISHARES TR | 0.96% | $91.95 | $100.87 | +9.70% | Added +38.39% |
 AAPL APPLE INC | 0.85% | $250.44 | $309.35 | +23.52% | Added +0.05% |
Showing 1-10 of 37