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
$159M
AUM Growth
+$676K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$750K
3
+$660K
4
PRGO icon
Perrigo
PRGO
+$584K
5
SWK icon
Stanley Black & Decker
SWK
+$567K

Top Sells

1
+$502K
2
+$448K
3
+$437K
4
GD icon
General Dynamics
GD
+$299K
5
NBR icon
Nabors Industries
NBR
+$288K

Sector Composition

1 Healthcare 8.12%
2 Technology 7.59%
3 Financials 5.8%
4 Industrials 3.8%
5 Consumer Staples 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$9K 0.01%
+300
252
$8K 0.01%
50
253
$8K 0.01%
397
254
$8K 0.01%
101
255
$8K 0.01%
68
256
$8K 0.01%
134
257
$8K 0.01%
120
258
$7K ﹤0.01%
71
259
$7K ﹤0.01%
122
260
$7K ﹤0.01%
150
-150
261
$7K ﹤0.01%
145
262
$7K ﹤0.01%
248
-140
263
$6K ﹤0.01%
145
264
$6K ﹤0.01%
300
265
$6K ﹤0.01%
500
266
$6K ﹤0.01%
85
267
$6K ﹤0.01%
124
268
$6K ﹤0.01%
175
269
$6K ﹤0.01%
45
270
$5K ﹤0.01%
50
271
$5K ﹤0.01%
100
272
$5K ﹤0.01%
102
273
$5K ﹤0.01%
150
274
$5K ﹤0.01%
213
275
$5K ﹤0.01%
+175
9 10
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