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
251
$2K ﹤0.01%
+25
252
$2K ﹤0.01%
+70
253
$2K ﹤0.01%
+1,000
254
$1K ﹤0.01%
+25
255
$1K ﹤0.01%
+85
256
$1K ﹤0.01%
+100
257
$0 ﹤0.01%
+56,090
258
$0 ﹤0.01%
+25
7 8 9 10
11