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
$174M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
432
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$1.55M
3
+$1.54M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$835K
5
BRF icon
VanEck Brazil Small-Cap ETF
BRF
+$811K

Top Sells

1
+$903K
2
+$737K
3
+$399K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$380K
5
BBBY
Bed Bath & Beyond Inc
BBBY
+$205K

Sector Composition

1 Technology 7.43%
2 Healthcare 7.23%
3 Financials 5.87%
4 Industrials 3.22%
5 Consumer Staples 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$4K ﹤0.01%
+100
352
$4K ﹤0.01%
+33
353
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+49
354
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+81
355
$4K ﹤0.01%
+58
356
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210
357
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+250
358
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+100
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+35
360
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361
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30
362
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+35
363
$3K ﹤0.01%
35
364
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365
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+93
366
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+56
367
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+41
368
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95
369
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370
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100
371
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80
-800
372
$3K ﹤0.01%
421
373
$3K ﹤0.01%
+42
374
$3K ﹤0.01%
40
375
$3K ﹤0.01%
425
-62
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