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
376
$4K ﹤0.01%
230
377
$4K ﹤0.01%
70
378
$4K ﹤0.01%
54
379
$4K ﹤0.01%
85
380
$4K ﹤0.01%
85
381
$3K ﹤0.01%
80
-750
382
$3K ﹤0.01%
71
+51
383
$3K ﹤0.01%
100
384
$3K ﹤0.01%
90
385
$3K ﹤0.01%
33
386
$3K ﹤0.01%
93
387
$3K ﹤0.01%
56
388
$3K ﹤0.01%
41
389
$3K ﹤0.01%
95
390
$3K ﹤0.01%
100
391
$3K ﹤0.01%
80
392
$3K ﹤0.01%
100
393
$3K ﹤0.01%
70
394
$2K ﹤0.01%
+40
395
$2K ﹤0.01%
70
396
$2K ﹤0.01%
18
397
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30
398
$2K ﹤0.01%
25
399
$2K ﹤0.01%
57
400
$2K ﹤0.01%
25
14 15
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