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
$123M
AUM Growth
+$567K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$443K
2
+$220K
3
+$218K
4
GDX icon
VanEck Gold Miners ETF
GDX
+$218K
5
LRCX icon
Lam Research
LRCX
+$148K

Top Sells

1
+$526K
2
+$512K
3
+$378K
4
GT icon
Goodyear
GT
+$167K
5
MET icon
MetLife
MET
+$152K

Sector Composition

1 Technology 8.6%
2 Healthcare 7.98%
3 Financials 6.48%
4 Industrials 4.43%
5 Energy 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
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-6,375
277
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-284
278
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-5,730
279
$0 ﹤0.01%
+6
280
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-13,150
281
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-2,405
282
– –
-3,105
283
– –
-2,000
284
– –
-3,705
285
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-1,500
286
– –
-3,850
287
– –
-1
8 9 10 11
12