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
$144M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$5.3M
3
+$2.76M
4
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$427K
5
JCI icon
Johnson Controls International
JCI
+$367K

Top Sells

1
+$1.17M
2
+$839K
3
+$795K
4
LHX icon
L3Harris
LHX
+$580K
5
MUR icon
Murphy Oil
MUR
+$230K

Sector Composition

1 Technology 8.07%
2 Healthcare 7.42%
3 Financials 5.12%
4 Industrials 3.81%
5 Energy 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$3K ﹤0.01%
210
377
$3K ﹤0.01%
23
378
$3K ﹤0.01%
+198
379
$3K ﹤0.01%
+71
380
$3K ﹤0.01%
+98
381
$3K ﹤0.01%
25
382
$3K ﹤0.01%
+306
383
$3K ﹤0.01%
+64
384
$3K ﹤0.01%
35
385
$3K ﹤0.01%
+63
386
$3K ﹤0.01%
35
387
$3K ﹤0.01%
55
388
$3K ﹤0.01%
49
389
$3K ﹤0.01%
+247
390
$3K ﹤0.01%
+124
391
$3K ﹤0.01%
82
392
$3K ﹤0.01%
+42
393
$3K ﹤0.01%
30
394
$2K ﹤0.01%
+6
395
$2K ﹤0.01%
+62
396
$2K ﹤0.01%
+26
397
$2K ﹤0.01%
+141
398
$2K ﹤0.01%
30
399
$2K ﹤0.01%
25
400
$2K ﹤0.01%
+159
14 15
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