LWM

LBA Wealth Management Portfolio holdings

AUM $190M
1-Year Est. Return 12.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.13%
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
+$1.79M
2
+$1.58M
3
+$1.55M
4
BRF icon
VanEck Brazil Small-Cap ETF
BRF
+$912K
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$887K

Top Sells

1
+$907K
2
+$705K
3
+$399K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$383K
5
BBBY
Bed Bath & Beyond Inc
BBBY
+$236K

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
376
$3K ﹤0.01%
425
-62
377
$2K ﹤0.01%
114
378
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+87
379
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212
380
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+21
381
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+50
382
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+100
383
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13
384
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30
385
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+22
386
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25
387
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234
388
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15
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263
+2
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85
391
$1K ﹤0.01%
+20
392
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34
393
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91
394
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+25
395
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31
396
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20
397
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100
398
$1K ﹤0.01%
25
399
$1K ﹤0.01%
+33
400
$1K ﹤0.01%
45
14 15
16
17 18