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
$144M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$5.3M
3
+$2.76M
4
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$427K
5
JCI icon
Johnson Controls International
JCI
+$367K

Top Sells

1
+$1.17M
2
+$839K
3
+$795K
4
LHX icon
L3Harris
LHX
+$580K
5
MUR icon
Murphy Oil
MUR
+$230K

Sector Composition

1 Technology 8.07%
2 Healthcare 7.42%
3 Financials 5.12%
4 Industrials 3.81%
5 Energy 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$11K 0.01%
+148
277
$11K 0.01%
125
278
$11K 0.01%
+2
279
$11K 0.01%
300
280
$11K 0.01%
100
281
$11K 0.01%
1,700
282
$10K 0.01%
100
283
$10K 0.01%
+108
284
$10K 0.01%
90
+75
285
$9K 0.01%
202
286
$9K 0.01%
190
287
$8K 0.01%
122
288
$8K 0.01%
397
289
$8K 0.01%
85
290
$8K 0.01%
+114
291
$8K 0.01%
68
292
$8K 0.01%
150
293
$8K 0.01%
1,000
294
$8K 0.01%
+41
295
$7K ﹤0.01%
+430
296
$7K ﹤0.01%
+61
297
$7K ﹤0.01%
+50
298
$7K ﹤0.01%
+228
299
$7K ﹤0.01%
+124
300
$7K ﹤0.01%
+181
10 11
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