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
$174M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
432
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.58M
3
+$1.55M
4
BRF icon
VanEck Brazil Small-Cap ETF
BRF
+$912K
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$887K

Top Sells

1
+$907K
2
+$705K
3
+$399K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$383K
5
BBBY
Bed Bath & Beyond Inc
BBBY
+$236K

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
301
$9K 0.01%
150
302
$9K 0.01%
+213
303
$9K 0.01%
+449
304
$9K 0.01%
622
305
$8K ﹤0.01%
+280
306
$8K ﹤0.01%
+410
307
$8K ﹤0.01%
150
-150
308
$8K ﹤0.01%
68
309
$8K ﹤0.01%
145
310
$8K ﹤0.01%
350
311
$7K ﹤0.01%
134
312
$7K ﹤0.01%
+59
313
$7K ﹤0.01%
140
314
$7K ﹤0.01%
+100
315
$7K ﹤0.01%
+202
316
$7K ﹤0.01%
+100
317
$7K ﹤0.01%
122
318
$7K ﹤0.01%
+246
319
$7K ﹤0.01%
101
320
$7K ﹤0.01%
150
321
$7K ﹤0.01%
+1,000
322
$7K ﹤0.01%
+94
323
$6K ﹤0.01%
+150
324
$6K ﹤0.01%
200
325
$6K ﹤0.01%
+400
11 12
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