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Home > Institutional Investor > Lwm Advisory Services, Llc > Profile

Instuitional Investor - Lwm Advisory Services, Llc

Fund Profile
Filing Period:
Fund Name: Lwm Advisory Services, Llc
Portfolio Value $113,746,904
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Exch Trd Slf Idx Fd
 449,371 $23,102,145 20.31%
2.
Spdr S & P 500 Etf Trust
 SPY 21,518 $10,227,495 8.99%
3.
Invesco Exch Traded Fd Tr Ii
 344,001 $8,269,776 7.27%
4.
Apple Inc.
 AAPL 30,105 $5,796,093 5.09%
5.
J P Morgan Exchange Traded F
 112,901 $5,753,414 5.05%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)