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
276
$13K 0.01%
+140
277
$13K 0.01%
243
+194
278
$13K 0.01%
206
279
$12K 0.01%
175
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280
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+260
281
$12K 0.01%
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282
$11K 0.01%
1,100
+600
283
$11K 0.01%
140
284
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+500
285
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+260
286
– –
0
287
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210
288
$11K 0.01%
200
289
$11K 0.01%
377
290
$10K 0.01%
+100
291
$10K 0.01%
+720
292
$10K 0.01%
+270
293
$10K 0.01%
132
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– –
0
295
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125
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297
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105
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298
$9K 0.01%
+213
299
$9K 0.01%
+7
300
$9K 0.01%
+130
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