LWM
LBA Wealth Management Portfolio holdings
AUM
$190M
1-Year Return
12.12%
This Quarter Return
+4.04%
1 Year Return
+12.12%
3 Year Return
+19.22%
5 Year Return
–
10 Year Return
–
AUM
$190M
AUM Growth
+$7.39M
(+4%)
Cap. Flow
+$840K
Cap. Flow
% of AUM
0.44%
Top 10 Holdings %
Top 10 Hldgs %
55.51%
Holding
488
New
31
Increased
78
Reduced
94
Closed
37
Top Buys
Top Sells
Sector Composition
| 1 | Financials | 7.52% |
| 2 | Technology | 7.39% |
| 3 | Healthcare | 5.31% |
| 4 | Industrials | 3.33% |
| 5 | Consumer Staples | 2.48% |
