Instuitional Investor - Lwm Advisory Services, Llc
Fund Profile
Filing Period:
| Fund Name: | Lwm Advisory Services, Llc |
| Portfolio Value | $143,991,878 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | SPY | 19,847 | $11,101,962 | 7.71% | |
| 2. | World Gold Tr | 161,714 | $10,008,456 | 6.95% | |
| 3. | Invesco Exch Traded Fd Tr Ii - S&P EMRNG MKTS | 355,162 | $8,624,174 | 5.99% | |
| 4. | Invesco Exchange Traded Fd T - S&P500 EQL WGT | 49,107 | $8,506,788 | 5.91% | |
| 5. | Pacer Fds Tr | 132,312 | $7,245,377 | 5.03% |
