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%
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40
375
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425
-62