LWM ADVISORS INC - Portfolio overview

LWM ADVISORS INC has 32 reported holdings in this dataset, with the latest filing dated 2026-04-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. IWD - ISHARES TR, 24.81%
2. IWF - ISHARES TR, 20.44%
3. EFA - ISHARES TR, 12.66%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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