Portfolio (Quarterly)
Guide ↗
LWM ADVISORS INC
· CIK 0002067328| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IWF | ISHARES TR | — | 49,730.0 | $23.5M | 20.70% | -573.0 | -1.1% | $473.30 | -73.9% |
| 2 | EEM | ISHARES TR | — | 106,320.0 | $5.8M | 5.12% | -1K | -1.1% | $54.71 | +17.0% |
| 3 | AAPL | APPLE INC | Technology | 3,945.0 | $1.1M | 0.94% | -347.0 | -8.1% | $271.89 | +10.0% |
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
79.3%
Financial Services
20.7%