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
$122M
AUM Growth
+$613K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$398K
3
+$349K
4
AGN
Allergan Inc
AGN
+$214K
5
OXY icon
Occidental Petroleum
OXY
+$143K

Top Sells

1
+$881K
2
+$512K
3
+$509K
4
LH icon
Labcorp
LH
+$433K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$280K

Sector Composition

1 Technology 8.2%
2 Healthcare 7.5%
3 Financials 6.59%
4 Industrials 4.77%
5 Energy 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2K ﹤0.01%
45
-150
252
$2K ﹤0.01%
57
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253
$2K ﹤0.01%
15
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$2K ﹤0.01%
15
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255
$2K ﹤0.01%
1,000
256
$1K ﹤0.01%
25
257
$1K ﹤0.01%
100
258
$1K ﹤0.01%
25
259
$1K ﹤0.01%
30
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260
$1K ﹤0.01%
85
261
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-300
262
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263
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264
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265
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266
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267
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268
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271
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272
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274
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275
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8 9 10
11
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