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LWM ADVISORS INC
LWM ADVISORS INC is an institution, managing $111.3M across 29 long positions as of Q3 2025 with 98% ETF concentration, 91% concentrated in top 10 holdings, and 21% allocation to IWD.
- Portfolio Value
- $111.3M
- Positions
- 29
- Top Holding
- IWD at 21.21%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in LWM ADVISORS INC's portfolio (91.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $23.6M | 21.21% | +$329.0K Bought | — 116.0K shares | |
ETF ETF | $23.6M | 21.16% | -$515.7K Sold | — 50.3K shares | |
ETF ETF | $13.3M | 11.98% | -$23.1K Sold | — 142.9K shares | |
ETF ETF | $8.7M | 7.85% | +$264.5K Bought | — 105.3K shares | |
ETF ETF | $7.1M | 6.39% | +$113.6K Bought | — 22.2K shares | |
ETF ETF | $6.6M | 5.94% | +$207.4K Bought | — 37.4K shares | |
ETF ETF | $5.7M | 5.16% | -$31.7K Sold | — 107.5K shares | |
ETF ETF | $4.6M | 4.16% | +$144.0K Bought | — 33.2K shares | |
ETF ETF | $4.5M | 4.08% | -$53.3K Sold | — 31.9K shares | |
ETF ETF | $3.7M | 3.28% | +$84.6K Bought | — 32.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in LWM ADVISORS INC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+5.3% | |
+3.24% | |
+3.21% | |
+3.12% | |
+2.87% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-17.38% | |
-10.95% | |
-5.56% | |
-4.29% | |
-2.14% |
Analytics
Portfolio insights and performance metrics for LWM ADVISORS INC
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