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
$173M
AUM Growth
-$673K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
467
New
Increased
Reduced
Closed

Top Buys

1 +$1.32M
2 +$565K
3 +$563K
4
BND icon
Vanguard Total Bond Market
BND
+$510K
5
LION
Fidelity Southern Corporation
LION
+$481K

Sector Composition

1 Technology 7.59%
2 Healthcare 6.72%
3 Financials 5.7%
4 Industrials 3.36%
5 Consumer Staples 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$1K ﹤0.01%
100
402
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89
-2
403
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406
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409
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410
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50
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40
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413
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425
$0 ﹤0.01%
15