Lwm Advisors Inc Portfolio Holdings by Sector
Lwm Advisors Inc
- $111 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IWD IWF EFA SHY IWO IWN IWS IWP 26 stocks |
$104 Million
93.6% of portfolio
|
9
|
11
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$5.74 Million
5.16% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.09 Million
0.98% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA 1 stocks |
$286,965
0.26% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|