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
State Street 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
State Street 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
401
$2K ﹤0.01%
+20
402
$2K ﹤0.01%
15
403
$2K ﹤0.01%
15
404
$2K ﹤0.01%
267
+2
405
$2K ﹤0.01%
89
+2
406
$2K ﹤0.01%
212
407
$2K ﹤0.01%
100
408
$2K ﹤0.01%
13
409
$1K ﹤0.01%
+27
410
$1K ﹤0.01%
+1
411
$1K ﹤0.01%
33
412
$1K ﹤0.01%
+34
413
$1K ﹤0.01%
+5
414
$1K ﹤0.01%
+11
415
$1K ﹤0.01%
+28
416
$1K ﹤0.01%
47
-10
417
$1K ﹤0.01%
100
418
$1K ﹤0.01%
44
-202
419
$1K ﹤0.01%
33
420
$1K ﹤0.01%
+6
421
$1K ﹤0.01%
+13
422
$1K ﹤0.01%
+10
423
$1K ﹤0.01%
+21
424
$1K ﹤0.01%
+12
425
$1K ﹤0.01%
42
+30
15 16
17
18 19