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
$174M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
432
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$1.55M
3
+$1.54M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$835K
5
BRF icon
VanEck Brazil Small-Cap ETF
BRF
+$811K

Top Sells

1
+$903K
2
+$737K
3
+$399K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$380K
5
BBBY
Bed Bath & Beyond Inc
BBBY
+$205K

Sector Composition

1 Technology 7.43%
2 Healthcare 7.23%
3 Financials 5.87%
4 Industrials 3.22%
5 Consumer Staples 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$23K 0.01%
340
252
$23K 0.01%
675
+300
253
$23K 0.01%
1,507
254
$22K 0.01%
825
255
$22K 0.01%
625
256
$21K 0.01%
369
257
$20K 0.01%
412
258
$19K 0.01%
128
259
$19K 0.01%
655
260
$18K 0.01%
530
+380
261
$17K 0.01%
243
262
$17K 0.01%
2,100
263
$17K 0.01%
+325
264
$17K 0.01%
230
-1,200
265
$17K 0.01%
138
+66
266
$17K 0.01%
260
267
$16K 0.01%
1,857
+75
268
$16K 0.01%
644
269
$15K 0.01%
+684
270
$15K 0.01%
125
271
$15K 0.01%
+443
272
$15K 0.01%
251
273
$14K 0.01%
1,000
274
$14K 0.01%
500
275
$14K 0.01%
+137
9 10
11
12 13