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
$123M
AUM Growth
+$567K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$443K
2
+$220K
3
+$218K
4
GDX icon
VanEck Gold Miners ETF
GDX
+$218K
5
LRCX icon
Lam Research
LRCX
+$148K

Top Sells

1
+$526K
2
+$512K
3
+$378K
4
GT icon
Goodyear
GT
+$167K
5
MET icon
MetLife
MET
+$152K

Sector Composition

1 Technology 8.6%
2 Healthcare 7.98%
3 Financials 6.48%
4 Industrials 4.43%
5 Energy 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.1M 0.9%
44,205
+147
27
$1.09M 0.89%
9,280
+25
28
$1.06M 0.87%
14,641
-318
29
$1.06M 0.87%
4,770
+10
30
$1M 0.82%
7,690
31
$1M 0.82%
10,024
+70
32
$952K 0.78%
12,117
33
$929K 0.76%
10,842
-845
34
$919K 0.75%
34,880
-700
35
$873K 0.71%
16,979
36
$857K 0.7%
30,430
-101
37
$841K 0.69%
27,900
38
$839K 0.68%
14,474
-325
39
$807K 0.66%
13,750
-650
40
$799K 0.65%
12,860
-150
41
$653K 0.53%
4,315
-150
42
$627K 0.51%
18,034
+200
43
$597K 0.49%
6,790
+175
44
$593K 0.48%
11,941
45
$580K 0.47%
7,655
-100
46
$540K 0.44%
6,560
-632
47
$488K 0.4%
7,158
48
$476K 0.39%
7,160
+175
49
$463K 0.38%
7,300
50
$456K 0.37%
5,215
-275
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