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
$151M
AUM Growth
+$6.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
448
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.24M
3
+$1.22M
4
TGT icon
Target
TGT
+$1.08M
5
BND icon
Vanguard Total Bond Market
BND
+$943K

Top Sells

1
+$281K
2
+$251K
3
+$216K
4
SPPP
Sprott Physical Platinum and Palladium Trust
SPPP
+$196K
5
GILD icon
Gilead Sciences
GILD
+$189K

Sector Composition

1 Technology 7.63%
2 Healthcare 7.14%
3 Financials 5.62%
4 Industrials 3.61%
5 Consumer Staples 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$6K ﹤0.01%
45
252
$5K ﹤0.01%
101
253
$5K ﹤0.01%
180
-584
254
$5K ﹤0.01%
213
255
$5K ﹤0.01%
65
256
$5K ﹤0.01%
64
257
$5K ﹤0.01%
205
258
$5K ﹤0.01%
50
259
$5K ﹤0.01%
85
-32
260
$5K ﹤0.01%
50
-83
261
$4K ﹤0.01%
40
-442
262
$4K ﹤0.01%
165
263
$4K ﹤0.01%
210
264
$4K ﹤0.01%
25
265
$4K ﹤0.01%
35
266
$4K ﹤0.01%
56
267
$4K ﹤0.01%
100
268
$3K ﹤0.01%
95
269
$3K ﹤0.01%
23
270
$3K ﹤0.01%
100
271
$3K ﹤0.01%
80
272
$3K ﹤0.01%
35
273
$3K ﹤0.01%
55
274
$3K ﹤0.01%
49
275
$3K ﹤0.01%
82
9 10
11
12 13