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
$178M
AUM Growth
+$5.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
475
New
Increased
Reduced
Closed

Sector Composition

1 Technology 7.31%
2 Healthcare 6.59%
3 Financials 5.61%
4 Industrials 3.24%
5 Consumer Staples 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$7K ﹤0.01%
410
327
$7K ﹤0.01%
122
328
$7K ﹤0.01%
220
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$7K ﹤0.01%
150
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234
-36
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$7K ﹤0.01%
1,000
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$7K ﹤0.01%
150
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$7K ﹤0.01%
125
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$7K ﹤0.01%
+30
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$7K ﹤0.01%
103
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$7K ﹤0.01%
300
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$7K ﹤0.01%
+700
338
$6K ﹤0.01%
145
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$6K ﹤0.01%
202
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$6K ﹤0.01%
59
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$6K ﹤0.01%
76
342
$6K ﹤0.01%
130
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$6K ﹤0.01%
140
+36
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$6K ﹤0.01%
150
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$6K ﹤0.01%
100
346
$6K ﹤0.01%
52
347
$6K ﹤0.01%
45
+22
348
$6K ﹤0.01%
507
349
$6K ﹤0.01%
25
350
$6K ﹤0.01%
70
-600