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%
+181
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56
303
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134
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$6K ﹤0.01%
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+275
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120
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80
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$6K ﹤0.01%
+68