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
51
$441K 0.36%
4,381
+1
52
$420K 0.34%
4,064
53
$418K 0.34%
20,735
-5,000
54
$417K 0.34%
7,886
+75
55
$369K 0.3%
3,665
-65
56
$363K 0.3%
10,967
57
$359K 0.29%
3,021
-100
58
$353K 0.29%
2,195
+10
59
$338K 0.28%
3,280
-200
60
$321K 0.26%
7,548
61
$301K 0.25%
12,420
62
$286K 0.23%
2,451
-160
63
$284K 0.23%
3,131
-5,795
64
$283K 0.23%
1,675
-50
65
$271K 0.22%
6,650
66
$268K 0.22%
8,162
-1,478
67
$261K 0.21%
4,680
-180
68
$255K 0.21%
2,375
-90
69
$252K 0.21%
4,860
+300
70
$241K 0.2%
6,600
-125
71
$233K 0.19%
3,134
72
$233K 0.19%
159
+1
73
$229K 0.19%
2,670
+170
74
$227K 0.19%
4,725
+925
75
$226K 0.18%
8,800
1 2
3
4 5