LWM ADVISORS INC

LWM ADVISORS INC runs LWM ADVISORS INC and currently holds 31 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $115.27M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. LWM ADVISORS INC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, LWM ADVISORS INC's portfolio at LWM ADVISORS INC has delivered returns of +14.93%. Their 3-year annualized return is +12.11%. Looking at the 5-year horizon, LWM ADVISORS INC has achieved +12.11% annualized returns at LWM ADVISORS INC.