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
$159M
AUM Growth
+$7.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1 +$1.87M
2 +$446K
3 +$411K
4
BND icon
Vanguard Total Bond Market
BND
+$221K
5
ROP icon
Roper Technologies
ROP
+$202K

Top Sells

1 +$953K
2 +$179K
3 +$179K
4
AGN
Allergan Inc
AGN
+$175K
5
APA icon
APA Corp
APA
+$149K

Sector Composition

1 Technology 7.68%
2 Healthcare 7.61%
3 Financials 5.62%
4 Industrials 3.48%
5 Consumer Staples 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
-825