Portfolio (Quarterly)
Guide ↗
LWM ADVISORS INC
· CIK 0002067328| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IEMG | ISHARES INC | — | 7,184.0 | $595K | 0.44% | NEW | — | $82.84 | +1.0% |
| 2 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | Technology | 571.0 | $273K | 0.20% | NEW | — | $477.57 | -10.2% |
| 3 | AMD | ADVANCED MICRO DEVICES INC | Technology | 447.0 | $260K | 0.19% | NEW | — | $580.91 | -17.8% |
| 4 | TECL | DIREXION SHARES ETF TRUST | — | 1,100.0 | $254K | 0.19% | NEW | — | $230.76 | -11.0% |
| 5 | XLK | SELECT SECTOR SPDR TR | — | 1,319.0 | $251K | 0.19% | NEW | — | $190.54 | -1.7% |
| 6 | CAH | CARDINAL HEALTH INC | Healthcare | 1,028.0 | $244K | 0.18% | NEW | — | $237.51 | +4.1% |
| 7 | SOXX | ISHARES TR | — | 361.0 | $231K | 0.17% | NEW | — | $640.07 | -18.8% |
| 8 | GOOGL | ALPHABET INC | Communication Services | 581.0 | $208K | 0.15% | NEW | — | $357.37 | -5.3% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
71.2%
Financial Services
12.6%
Healthcare
8.8%
Communication Services
7.5%