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
76
$219K 0.18%
5,303
-251
77
$218K 0.18%
+9,550
78
$218K 0.18%
+8,225
79
$216K 0.18%
10,241
+891
80
$208K 0.17%
5,000
-1,120
81
$207K 0.17%
3,698
82
$196K 0.16%
2,825
+75
83
$190K 0.15%
2,300
-25
84
$188K 0.15%
3,090
-1,500
85
$186K 0.15%
7,620
86
$184K 0.15%
1,435
87
$181K 0.15%
3,180
88
$180K 0.15%
4,705
+3,125
89
$177K 0.14%
1,215
+40
90
$176K 0.14%
1,820
91
$176K 0.14%
2,175
-25
92
$167K 0.14%
5,055
-510
93
$165K 0.13%
3,434
+275
94
$164K 0.13%
1,670
+104
95
$164K 0.13%
5,700
-2,360
96
$159K 0.13%
2,315
+150
97
$159K 0.13%
5,475
+496
98
$159K 0.13%
1,500
99
$158K 0.13%
4,170
100
$155K 0.13%
3,975
+125
2 3
4
5 6