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
$178M
AUM Growth
+$5.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
475
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$1.3M
3
+$658K
4
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$452K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$268K

Top Sells

1
+$680K
2
+$511K
3
+$312K
4
BLDR icon
Builders FirstSource
BLDR
+$253K
5
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$216K

Sector Composition

1 Technology 7.31%
2 Healthcare 6.59%
3 Financials 5.61%
4 Industrials 3.24%
5 Consumer Staples 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$33K 0.02%
1,000
227
$33K 0.02%
730
+125
228
$33K 0.02%
220
+140
229
$32K 0.02%
+315
230
$31K 0.02%
+1,000
231
$30K 0.02%
1,050
+125
232
$30K 0.02%
402
+56
233
$29K 0.02%
1,424
234
$29K 0.02%
+1,000
235
$28K 0.02%
411
+42
236
$28K 0.02%
355
-100
237
$28K 0.02%
1,507
238
$27K 0.02%
340
239
$27K 0.02%
400
240
$26K 0.01%
765
+125
241
$26K 0.01%
1,000
242
$25K 0.01%
324
243
$24K 0.01%
423
+23
244
$23K 0.01%
69
245
$23K 0.01%
825
246
$23K 0.01%
+1,000
247
$23K 0.01%
+500
248
$22K 0.01%
+300
249
$21K 0.01%
128
250
$21K 0.01%
900
8 9
10
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