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
$121M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$9.16M
3
+$8.72M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.14M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$4.21M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.9%
2 Healthcare 7.53%
3 Financials 6.9%
4 Industrials 4.45%
5 Energy 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$467K 0.38%
+4,046
52
$454K 0.37%
+7,820
53
$447K 0.37%
+5,490
54
$446K 0.37%
+4,478
55
$442K 0.36%
+6,820
56
$433K 0.36%
+5,517
57
$409K 0.34%
+4,755
58
$391K 0.32%
+7,528
59
$333K 0.27%
+3,590
60
$332K 0.27%
+2,235
61
$315K 0.26%
+7,548
62
$307K 0.25%
+10,967
63
$298K 0.25%
+9,640
64
$275K 0.23%
+12,420
65
$271K 0.22%
+8,060
66
$255K 0.21%
+6,750
67
$245K 0.2%
+6,120
68
$233K 0.19%
+4,860
69
$233K 0.19%
+4,590
70
$231K 0.19%
+4,560
71
$219K 0.18%
+4,010
72
$216K 0.18%
+3,134
73
$214K 0.18%
+4,408
74
$213K 0.18%
+2,128
75
$205K 0.17%
+8,800
1 2
3
4 5