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
$174M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
432
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$1.55M
3
+$1.54M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$835K
5
BRF icon
VanEck Brazil Small-Cap ETF
BRF
+$811K

Top Sells

1
+$903K
2
+$737K
3
+$399K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$380K
5
BBBY
Bed Bath & Beyond Inc
BBBY
+$205K

Sector Composition

1 Technology 7.43%
2 Healthcare 7.23%
3 Financials 5.87%
4 Industrials 3.22%
5 Consumer Staples 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$35K 0.02%
397
-90
227
$34K 0.02%
830
+750
228
$33K 0.02%
+600
229
$32K 0.02%
+466
230
$32K 0.02%
2,019
+14
231
$31K 0.02%
220
232
$31K 0.02%
925
233
$31K 0.02%
695
234
$31K 0.02%
402
235
$31K 0.02%
440
+140
236
$31K 0.02%
1,000
237
$31K 0.02%
1,481
238
$30K 0.02%
550
239
$30K 0.02%
+291
240
$30K 0.02%
1,650
+1,500
241
$30K 0.02%
500
242
$30K 0.02%
625
243
$29K 0.02%
+630
244
$29K 0.02%
230
245
$27K 0.02%
355
246
$26K 0.02%
1,000
247
$26K 0.02%
730
+400
248
$25K 0.01%
3,090
249
$24K 0.01%
280
250
$23K 0.01%
324
8 9
10
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