LWM
LBA Wealth Management Portfolio holdings
AUM
$190M
1-Year Est. Return
12.13%
This Fund
S&P 500
1 Year Est. Return
+12.13%
AUM
$183M
AUM Growth
+$5.3M
(+3%)
Holding
506
Top Buys
| 1 | +$1.73M | |
| 2 | +$1.44M | |
| 3 | +$954K | |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$895K |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$882K |
Top Sells
| 1 | +$860K | |
| 2 | +$639K | |
| 3 | +$513K | |
| 4 |
NVIDIA
NVDA
|
+$451K |
| 5 |
Apple
AAPL
|
+$418K |
Sector Composition
| 1 | Financials | 7.43% |
| 2 | Technology | 7.43% |
| 3 | Healthcare | 5.31% |
| 4 | Industrials | 3.26% |
| 5 | Consumer Staples | 2.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
501
Twilio
TWLO
$19.4B
| – | – |
-500
|
|
||
502
State Street Consumer Staples Select Sector SPDR ETF
XLP
$16.5B
| – | – |
-1,412
|
|
||
503
Yum! Brands
YUM
$44.2B
| – | – |
-243
|
|
||
|
PX
504
DELISTED
Praxair Inc
PX
| – | – |
-15
|
|
||
|
KLXI
505
DELISTED
KLX Inc.
KLXI
| $0 | ﹤0.01% |
1
|
|
||
|
CRC
506
DELISTED
California Resources Corporation
CRC
| $0 | ﹤0.01% |
3
-2
|
|