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
$144M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Sells

1 +$1.17M
2 +$839K
3 +$795K
4
LHX icon
L3Harris
LHX
+$580K
5
MUR icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$4K ﹤0.01%
+69
352
$4K ﹤0.01%
100
353
$4K ﹤0.01%
+42
354
$4K ﹤0.01%
+74
355
$4K ﹤0.01%
104
-3,871
356
$4K ﹤0.01%
+245
357
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+55
358
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+64
359
$4K ﹤0.01%
+36
360
$4K ﹤0.01%
+33
361
$4K ﹤0.01%
+87
362
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+28
363
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+30
364
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+76
365
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+89
366
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+44
367
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368
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369
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+74
370
$4K ﹤0.01%
+222
371
$4K ﹤0.01%
100
372
$4K ﹤0.01%
+100
373
$3K ﹤0.01%
100
374
$3K ﹤0.01%
165
375
$3K ﹤0.01%
95