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
$123M
AUM Growth
+$567K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$443K
2
+$220K
3
+$218K
4
GDX icon
VanEck Gold Miners ETF
GDX
+$218K
5
LRCX icon
Lam Research
LRCX
+$148K

Top Sells

1
+$526K
2
+$512K
3
+$378K
4
GT icon
Goodyear
GT
+$167K
5
MET icon
MetLife
MET
+$152K

Sector Composition

1 Technology 8.6%
2 Healthcare 7.98%
3 Financials 6.48%
4 Industrials 4.43%
5 Energy 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3K ﹤0.01%
82
252
$3K ﹤0.01%
1,000
253
$3K ﹤0.01%
+23
254
$2K ﹤0.01%
30
255
$2K ﹤0.01%
+70
256
$2K ﹤0.01%
+51
257
$2K ﹤0.01%
25
258
$2K ﹤0.01%
100
259
$2K ﹤0.01%
80
260
$2K ﹤0.01%
25
261
$2K ﹤0.01%
45
262
$2K ﹤0.01%
57
263
$2K ﹤0.01%
15
264
$2K ﹤0.01%
15
265
$1K ﹤0.01%
100
266
$1K ﹤0.01%
+11
267
$1K ﹤0.01%
30
268
$1K ﹤0.01%
85
269
$1K ﹤0.01%
25
270
$0 ﹤0.01%
+2
271
– –
-80
272
– –
-224
273
– –
-80
274
$0 ﹤0.01%
15
-882
275
– –
-1,950
8 9 10
11
12