LWM
LBA Wealth Management Portfolio holdings
AUM
$190M
This Quarter Return
+1.22%
1 Year Return
+12.12%
3 Year Return
+19.22%
5 Year Return
–
10 Year Return
–
AUM
$178M
AUM Growth
+$178M
(+3%)
Cap. Flow
+$3.79M
Cap. Flow
% of AUM
2.13%
Top 10 Holdings %
Top 10 Hldgs %
54.19%
Holding
475
New
46
Increased
107
Reduced
78
Closed
19
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 7.31% |
| 2 | Healthcare | 6.59% |
| 3 | Financials | 5.61% |
| 4 | Industrials | 3.24% |
| 5 | Consumer Staples | 2.89% |
