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
451
-377
452
-3,048
453
$0 ﹤0.01%
32
454
-450
455
0
456
-19,400
457
0
458
$0 ﹤0.01%
1
459
$0 ﹤0.01%
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460
-2,540
461
-22,100
462
$0 ﹤0.01%
+34
463
-39
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-100
465
-85
466
-150
467
-44,366