LWM ADVISORS INC 13F Portfolio
LWM ADVISORS INC runs LWM ADVISORS INC and currently holds 38 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $132.48M. Their top holdings are IWD, IWF, EFA, SHY, IWO. The top five represent 67.7% of reported portfolio weight. LWM ADVISORS INC ranks #920 out of 1000 investors tracked by Alpha Score. In the most recent quarter, LWM ADVISORS INC initiated 3 new positions. They added to 17 existing positions. They trimmed 6 positions. Their current best-performing preview position is AAPL with returns of +15.09%.
Portfolio Value
$132.48M
Alpha Score
20.3
#920 of 1000
Holdings
38
LWM ADVISORS INC Current 13F Holdings
Reported holdings from LWM ADVISORS INC's latest SEC 13F filing, ranked by portfolio weight.
38 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 IWD ISHARES TR | 23.48% | $188.40 | $253.55 | +34.58% | Trimmed -1.57% |
 IWF ISHARES TR | 19.73% | $100.95 | $127.91 | +26.71% | Trimmed -0.50% |
 EFA ISHARES TR | 10.98% | $75.70 | $103.40 | +36.59% | Added +0.16% |
 SHY ISHARES TR | 7.38% | $82.05 | $81.20 | -1.04% | Trimmed -1.21% |
 IWO ISHARES TR | 6.16% | $289.51 | $356.67 | +23.20% | Trimmed -1.26% |
 IWN ISHARES TR | 5.99% | $165.15 | $210.87 | +27.68% | Trimmed -1.67% |
 EEM ISHARES TR | 5.07% | $41.84 | $66.81 | +59.68% | Trimmed -0.09% |
 IWS ISHARES TR | 3.83% | $130.07 | $164.85 | +26.74% | Added +0.31% |
 IWP ISHARES TR | 3.41% | $127.77 | $143.03 | +11.94% | Added +4.01% |
 IEFA ISHARES TR | 1.00% | $92.07 | $96.50 | +4.81% | Added +2.48% |
Showing 1-10 of 38