LWM

LBA Wealth Management Portfolio holdings

AUM $190M
1-Year Est. Return 12.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$121M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$9.15M
3
+$8.8M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.17M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$4.22M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.9%
2 Healthcare 7.53%
3 Financials 6.9%
4 Industrials 4.45%
5 Energy 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7K 0.01%
+224
227
$7K 0.01%
+117
228
$7K 0.01%
+122
229
$7K 0.01%
+131
230
$7K 0.01%
+80
231
$7K 0.01%
+130
232
$7K 0.01%
+85
233
$7K 0.01%
+127
234
$7K 0.01%
+195
235
$7K 0.01%
+185
236
$6K ﹤0.01%
+145
237
$6K ﹤0.01%
+196
238
$6K ﹤0.01%
+141
239
$6K ﹤0.01%
+80
240
$6K ﹤0.01%
+134
241
$6K ﹤0.01%
+55
242
$5K ﹤0.01%
+60
243
$5K ﹤0.01%
+45
244
$4K ﹤0.01%
+35
245
$4K ﹤0.01%
+100
246
$3K ﹤0.01%
+100
247
$3K ﹤0.01%
+284
248
$3K ﹤0.01%
+82
249
$3K ﹤0.01%
+100
250
$3K ﹤0.01%
+100
7 8 9
10
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