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
$178M
AUM Growth
+$5.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
475
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$1.3M
3
+$658K
4
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$452K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$268K

Top Sells

1
+$680K
2
+$511K
3
+$312K
4
BLDR icon
Builders FirstSource
BLDR
+$253K
5
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$216K

Sector Composition

1 Technology 7.31%
2 Healthcare 6.59%
3 Financials 5.61%
4 Industrials 3.24%
5 Consumer Staples 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$6K ﹤0.01%
200
352
$6K ﹤0.01%
45
353
$6K ﹤0.01%
527
354
$6K ﹤0.01%
175
355
$5K ﹤0.01%
+25
356
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100
357
$5K ﹤0.01%
300
358
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150
359
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360
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500
361
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124
362
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50
363
$5K ﹤0.01%
+228
364
$5K ﹤0.01%
400
365
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120
366
$5K ﹤0.01%
+10
367
$5K ﹤0.01%
110
+28
368
$5K ﹤0.01%
100
369
$5K ﹤0.01%
375
-50
370
$4K ﹤0.01%
500
-600
371
$4K ﹤0.01%
49
372
$4K ﹤0.01%
81
373
$4K ﹤0.01%
210
374
$4K ﹤0.01%
60
-75
375
$4K ﹤0.01%
35
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