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
326
$6K ﹤0.01%
+209
327
$6K ﹤0.01%
+156
328
$5K ﹤0.01%
+136
329
$5K ﹤0.01%
+213
330
$5K ﹤0.01%
+183
331
$5K ﹤0.01%
+195
332
$5K ﹤0.01%
127
333
$5K ﹤0.01%
+65
334
$5K ﹤0.01%
+92
335
$5K ﹤0.01%
+171
336
$5K ﹤0.01%
+170
337
$5K ﹤0.01%
205
338
$5K ﹤0.01%
+125
339
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340
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+50
341
$5K ﹤0.01%
45
342
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+164
345
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+216
346
$5K ﹤0.01%
231
347
$5K ﹤0.01%
+249
348
$5K ﹤0.01%
+34
349
$4K ﹤0.01%
+158
350
$4K ﹤0.01%
101
+1