LWM
LBA Wealth Management Portfolio holdings
AUM
$190M
This Quarter Return
-0.15%
1 Year Return
+12.12%
3 Year Return
+19.22%
5 Year Return
–
10 Year Return
–
AUM
$144M
AUM Growth
+$144M
(+17%)
Cap. Flow
+$18.9M
Cap. Flow
% of AUM
13.13%
Top 10 Holdings %
Top 10 Hldgs %
54.1%
Holding
446
New
174
Increased
83
Reduced
55
Closed
15
Top Buys
Top Sells
| 1 |
Travelers Companies
TRV
|
$1.17M |
| 2 |
Target
TGT
|
$839K |
| 3 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$795K |
| 4 |
L3Harris
LHX
|
$580K |
| 5 |
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% |
