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 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
301
$7K ﹤0.01%
56
302
$7K ﹤0.01%
134
303
$7K ﹤0.01%
124
304
$7K ﹤0.01%
+89
305
$7K ﹤0.01%
+92
306
$7K ﹤0.01%
100
307
$7K ﹤0.01%
+148
308
$7K ﹤0.01%
117
309
$7K ﹤0.01%
+128
310
$7K ﹤0.01%
+136
311
$7K ﹤0.01%
+153
312
$6K ﹤0.01%
+129
313
$6K ﹤0.01%
+113
314
$6K ﹤0.01%
145
315
$6K ﹤0.01%
+140
316
$6K ﹤0.01%
150
-150
317
$6K ﹤0.01%
+145
318
$6K ﹤0.01%
+63
319
$6K ﹤0.01%
+89
320
$6K ﹤0.01%
+70
321
$6K ﹤0.01%
+275
322
$6K ﹤0.01%
+94
323
$6K ﹤0.01%
120
324
$6K ﹤0.01%
80
325
$6K ﹤0.01%
+68