We are live on
!
Find out more
LWM
LBA Wealth Management Portfolio holdings
AUM
$190M
1-Year Est. Return
12.13%
This Fund
S&P 500
1 Year Est. Return
+12.13%
AUM
$159M
AUM Growth
-$682K
(-0.43%)
Holding
386
Top Buys
| 1 | +$7.79M | |
| 2 | +$2.48M | |
| 3 | +$846K | |
| 4 |
FPF
First Trust Intermediate Duration Preferred & Income Fund
FPF
|
+$672K |
| 5 |
NRF
NorthStar Realty Finance Corp.
NRF
|
+$658K |
Top Sells
| 1 | +$2.78M | |
| 2 | +$2.58M | |
| 3 | +$566K | |
| 4 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$505K |
| 5 |
iShares MSCI EAFE ETF
EFA
|
+$482K |
Sector Composition
| 1 | Technology | 7.31% |
| 2 | Healthcare | 7.18% |
| 3 | Financials | 5.75% |
| 4 | Industrials | 3.31% |
| 5 | Consumer Staples | 3.11% |