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
$122M
AUM Growth
+$613K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1 +$1.31M
2 +$398K
3 +$349K
4
AGN
Allergan Inc
AGN
+$214K
5
OXY icon
Occidental Petroleum
OXY
+$143K

Top Sells

1 +$881K
2 +$512K
3 +$509K
4
LH icon
Labcorp
LH
+$433K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$280K

Sector Composition

1 Technology 8.2%
2 Healthcare 7.5%
3 Financials 6.59%
4 Industrials 4.77%
5 Energy 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-56,090
277
-1,890
278
-101
279
$0 ﹤0.01%
+1