Lwm Advisors Inc Portfolio Holdings by Sector
Lwm Advisors Inc
- $97.3 Billion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IWD IWF EFA SHY IWO IWN IWP IWS 26 stocks |
$91.4 Million
93.95% of portfolio
|
12
|
10
|
3
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$4.85 Million
4.99% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.03 Million
1.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|