LWM

LBA Wealth Management Portfolio holdings

AUM $190M
1-Year Est. Return 12.12%
This Quarter Est. Return
1 Year Est. Return
+12.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$5.3M
3
+$2.76M
4
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$427K
5
JCI icon
Johnson Controls International
JCI
+$367K

Top Sells

1
+$1.17M
2
+$839K
3
+$795K
4
LHX icon
L3Harris
LHX
+$580K
5
MUR icon
Murphy Oil
MUR
+$230K

Sector Composition

1 Technology 8.07%
2 Healthcare 7.42%
3 Financials 5.12%
4 Industrials 3.81%
5 Energy 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$21K 0.01%
+196
227
$21K 0.01%
+694
228
$21K 0.01%
+89
229
$21K 0.01%
+100
230
$20K 0.01%
+140
231
$20K 0.01%
+146
232
$20K 0.01%
+319
233
$20K 0.01%
485
+300
234
$19K 0.01%
+195
235
$19K 0.01%
+4,928
236
$19K 0.01%
1,782
237
$19K 0.01%
+355
238
$19K 0.01%
+225
239
$19K 0.01%
+555
240
$18K 0.01%
500
241
$18K 0.01%
+462
242
$18K 0.01%
+660
243
$18K 0.01%
+407
244
$18K 0.01%
+500
245
$18K 0.01%
+194
246
$17K 0.01%
+310
247
$17K 0.01%
+282
248
$17K 0.01%
147
+3
249
$17K 0.01%
+700
250
$17K 0.01%
+309
8 9
10
11 12