LA
| |
LWM ADVISORS INC13F | |
| LWM ADVISORS INC | |
| Last update 2025-05-13 | 28 Stocks (3 new) |
| Value $97.00 Mil | Turnover 1 % |
LWM ADVISORS INC Top Holdings of 2025-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IWD | iShares Russell 1000 Value ETF | 114,781 | 21,240.2 | -3.06% | 21.840 | -0.67% | 0.030 | +9.31% | +7.56% | 64,621.3 | ||
IWF | iShares Russell 1000 Growth ETF | 52,011 | 19,491.3 | -4.01% | 20.040 | -0.88% | 0.020 | +23.74% | +6.86% | 112,698.5 | ||
EFA | iShares MSCI EAFE ETF | 142,650 | 12,263.6 | -1.55% | 12.610 | -0.17% | 0.020 | +13.38% | +20.45% | 64,562.5 | ||
SHY | iShares 1-3 Year Treasury Bond ETF | 99,174 | 8,180.9 | -5.13% | 8.410 | -0.44% | 0.030 | +0.58% | +2.49% | 23,965.2 | ||
IWO | iShares Russell 2000 Growth ETF | 22,150 | 5,796.1 | +0.36% | 5.960 | +0.02% | 0.050 | +19.96% | +1.74% | 11,769.5 | ||
IWN | iShares Russell 2000 Value ETF | 36,609 | 5,463.6 | +1.19% | 5.620 | +0.07% | 0.050 | +15.93% | +1.26% | 11,390.1 | ||
EEM | iShares MSCI Emerging Markets ETF | 108,099 | 4,854.7 | +1.19% | 4.990 | +0.06% | 0.030 | +14.57% | +17.72% | 18,540.5 | ||
IWP | iShares Russell Mid-Cap Growth ETF | 32,348 | 4,090.4 | -0.37% | 4.210 | -0.02% | 0.020 | +23.79% | +10.65% | 22,300.7 | ||
IWS | iShares Russell Mid-Cap Value ETF | 32,137 | 4,051.2 | +0.56% | 4.160 | +0.02% | 0.030 | +11.95% | +5.11% | 14,453.5 | ||
LQD |
iShares iBoxx USD Investment Grade Corporate Bond ETF
iShares iBoxx USD Investment Grade Corporate Bond ETF
| 31,492 | 3,357.3 | -4.05% | 3.450 | -0.14% | 0.010 | +1.29% | +4.41% | 30,001.9 |
LWM ADVISORS INC's Historical Top Holdings Breakdowns
LWM ADVISORS INC's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IWF | iShares Russell 1000 Growth ETF | 2025-03-31 | Reduce Reduce | -0.88% | 360.07 ($394.62) 417.26 | $428.27 | 8.53% | Reduce -4.01% | 52,011 | -2,175 | |
IWD | iShares Russell 1000 Value ETF | 2025-03-31 | Reduce Reduce | -0.67% | 182.82 ($190.45) 196.21 | $197.41 | 3.65% | Reduce -3.06% | 114,781 | -3,627 | |
SHY | iShares 1-3 Year Treasury Bond ETF | 2025-03-31 | Reduce Reduce | -0.44% | 81.83 ($82.24) 82.73 | $82.41 | 0.21% | Reduce -5.13% | 99,174 | -5,358 | |
SCHV | Schwab U.S. Large-Cap Value ETF | 2025-03-31 | New Buy New Buy | +0.32% | 25.77 ($26.84) 27.6 | $28.16 | 4.92% | New holding | 12,010 | 12,010 | |
SCHG | Schwab U.S. Large-Cap Growth ETF | 2025-03-31 | New Buy New Buy | +0.28% | 24.91 ($27.39) 29.02 | $29.42 | 7.41% | New holding | 10,362 | 10,362 | |
EMXC |
iShares MSCI Emerging Markets ex China ETF
iShares MSCI Emerging Markets ex China ETF
| 2025-03-31 | New Buy New Buy | +0.21% | 54.25 ($56.1) 57.64 | $64.29 | 14.60% | New holding | 3,588 | 3,588 | |
EFA | iShares MSCI EAFE ETF | 2025-03-31 | Reduce Reduce | -0.17% | 74.85 ($80.6) 84.89 | $89.52 | 11.07% | Reduce -1.55% | 142,650 | -2,239 | |
LQD |
iShares iBoxx USD Investment Grade Corporate Bond ETF
iShares iBoxx USD Investment Grade Corporate Bond ETF
| 2025-03-31 | Reduce Reduce | -0.14% | 105.1 ($107.75) 109.61 | $109.06 | 1.22% | Reduce -4.05% | 31,492 | -1,329 | |
IEF | iShares 7-10 Year Treasury Bond ETF | 2025-03-31 | Reduce Reduce | -0.10% | 91.17 ($93.56) 95.39 | $94.76 | 1.28% | Reduce -3.63% | 27,714 | -1,043 | |
IWN | iShares Russell 2000 Value ETF | 2025-03-31 | Add Add | +0.07% | 149.27 ($161.54) 169.4 | $164.95 | 2.11% | Add 1.19% | 36,609 | 430 |
LWM ADVISORS INC Total Holding History ($B)
LWM ADVISORS INC's Asset Allocation
LWM ADVISORS INC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
LWM ADVISORS INC's Hypothetical Growth since 2025-03-31
LWM ADVISORS INC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
LWM ADVISORS INC's Holdings Heat Map
Size field:
LWM ADVISORS INC's Holdings Bubble Chart
LWM ADVISORS INC News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers