LWM

LBA Wealth Management Portfolio holdings

AUM $190M
1-Year Est. Return 12.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$190M
AUM Growth
+$7.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
488
New
Increased
Reduced
Closed

Sector Composition

1 Financials 7.52%
2 Technology 7.39%
3 Healthcare 5.31%
4 Industrials 3.33%
5 Consumer Staples 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BSX icon
301
Boston Scientific
BSX
$106B
$14K 0.01%
550
FCCO icon
302
First Community Corp
FCCO
$265M
$14K 0.01%
622
TIP icon
303
iShares TIPS Bond ETF
TIP
$14.3B
$14K 0.01%
121
TM icon
304
Toyota
TM
$286B
$14K 0.01%
125
RCI icon
305
Rogers Communications
RCI
$21.7B
$13K 0.01%
300
IGIB icon
306
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18B
$13K 0.01%
240
MMM icon
307
3M
MMM
$80.8B
$13K 0.01%
79
USPH icon
308
US Physical Therapy
USPH
$1.23B
$13K 0.01%
200
XLU icon
309
State Street Utilities Select Sector SPDR ETF
XLU
$23.8B
$13K 0.01%
500
AMT icon
310
American Tower
AMT
$87.9B
$12K 0.01%
100
EA icon
311
Electronic Arts
EA
$49.6B
$12K 0.01%
130
-300
EXC icon
312
Exelon
EXC
$50.5B
$12K 0.01%
449
MO icon
313
Altria Group
MO
$111B
$12K 0.01%
167
-202
NOC icon
314
Northrop Grumman
NOC
$107B
$12K 0.01%
50
SKYY icon
315
First Trust Cloud Computing ETF
SKYY
$2.48B
$12K 0.01%
304
-32
EVER
316
DELISTED
Everbank Financial Corp
EVER
$12K 0.01%
600
CAT icon
317
Caterpillar
CAT
$317B
$11K 0.01%
123
PCG icon
318
PG&E
PCG
$40B
$11K 0.01%
170
SJNK icon
319
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$5.01B
$11K 0.01%
+390
SLAB icon
320
Silicon Laboratories
SLAB
$6.68B
$11K 0.01%
150
GTS
321
DELISTED
Triple-S Management Corporation
GTS
$11K 0.01%
663
ESRX
322
DELISTED
Express Scripts Holding Company
ESRX
$11K 0.01%
170
HAS icon
323
Hasbro
HAS
$13.3B
$10K 0.01%
101
INDB icon
324
Independent Bank
INDB
$3.75B
$10K 0.01%
150
MQY icon
325
BlackRock MuniYield Quality Fund
MQY
$837M
0