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
$177M
AUM Growth
-$873K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
496
New
Increased
Reduced
Closed

Top Buys

1 +$1.33M
2 +$871K
3 +$712K
4
BND icon
Vanguard Total Bond Market
BND
+$577K
5
MAR icon
Marriott International
MAR
+$461K

Top Sells

1 +$7.68M
2 +$2.04M
3 +$990K
4
DIS icon
Walt Disney
DIS
+$931K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$372K

Sector Composition

1 Technology 7.72%
2 Financials 6.49%
3 Healthcare 6.48%
4 Industrials 3.31%
5 Consumer Staples 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$10K 0.01%
1,560
327
$10K 0.01%
170
328
$10K 0.01%
94
329
$9K 0.01%
+51
330
$9K 0.01%
322
331
$9K 0.01%
125
332
$9K 0.01%
134
333
$9K 0.01%
+557
334
$8K ﹤0.01%
410
335
$8K ﹤0.01%
+93
336
$8K ﹤0.01%
139
-174
337
$8K ﹤0.01%
101
338
$8K ﹤0.01%
150
339
$8K ﹤0.01%
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$8K ﹤0.01%
103
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$8K ﹤0.01%
300
342
$7K ﹤0.01%
107
343
$7K ﹤0.01%
202
344
$7K ﹤0.01%
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345
$7K ﹤0.01%
122
346
$7K ﹤0.01%
220
347
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45
348
$7K ﹤0.01%
507
349
$7K ﹤0.01%
150
350
$7K ﹤0.01%
200