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
$144M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$5.3M
3
+$2.76M
4
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$427K
5
JCI icon
Johnson Controls International
JCI
+$367K

Top Sells

1
+$1.17M
2
+$839K
3
+$795K
4
LHX icon
L3Harris
LHX
+$580K
5
MUR icon
Murphy Oil
MUR
+$230K

Sector Composition

1 Technology 8.07%
2 Healthcare 7.42%
3 Financials 5.12%
4 Industrials 3.81%
5 Energy 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$17K 0.01%
+419
252
$17K 0.01%
+467
253
$16K 0.01%
+292
254
$16K 0.01%
+157
255
$16K 0.01%
+602
256
$16K 0.01%
+182
257
$16K 0.01%
61
258
$15K 0.01%
125
259
$14K 0.01%
368
260
$14K 0.01%
128
261
$14K 0.01%
+204
262
$14K 0.01%
+251
263
$14K 0.01%
+193
264
$13K 0.01%
+500
265
$12K 0.01%
+100
266
$12K 0.01%
+284
267
$12K 0.01%
125
268
$12K 0.01%
126
269
$12K 0.01%
+195
270
$12K 0.01%
133
+83
271
$11K 0.01%
+380
272
$11K 0.01%
+100
273
$11K 0.01%
+195
274
$11K 0.01%
125
275
$11K 0.01%
250
9 10
11
12 13