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

Top Sells

1 +$1.17M
2 +$839K
3 +$818K
4
LHX icon
L3Harris
LHX
+$580K
5
MCD icon
McDonald's
MCD
+$418K

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
301
$7K ﹤0.01%
117
302
$7K ﹤0.01%
+128
303
$7K ﹤0.01%
+136
304
$7K ﹤0.01%
+153
305
$7K ﹤0.01%
+645
306
$7K ﹤0.01%
+61
307
$7K ﹤0.01%
+50
308
$7K ﹤0.01%
+228
309
$7K ﹤0.01%
+124
310
$7K ﹤0.01%
+181
311
$7K ﹤0.01%
56
312
$6K ﹤0.01%
+129
313
$6K ﹤0.01%
+113
314
$6K ﹤0.01%
+145
315
$6K ﹤0.01%
+63
316
$6K ﹤0.01%
+140
317
$6K ﹤0.01%
+70
318
$6K ﹤0.01%
120
319
$6K ﹤0.01%
80
320
$6K ﹤0.01%
+68
321
$6K ﹤0.01%
145
322
$6K ﹤0.01%
150
-150
323
$6K ﹤0.01%
+89
324
$6K ﹤0.01%
+275
325
$6K ﹤0.01%
+94