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
101
$153K 0.12%
2,900
102
$152K 0.12%
1,429
-699
103
$151K 0.12%
5,020
104
$148K 0.12%
+21,950
105
$146K 0.12%
1,215
+50
106
$146K 0.12%
1,780
+125
107
$145K 0.12%
2,000
108
$143K 0.12%
2,925
+115
109
$140K 0.11%
+2,175
110
$139K 0.11%
3,685
+300
111
$136K 0.11%
4,420
-1,840
112
$136K 0.11%
294,000
-3,000
113
$135K 0.11%
2,009
+150
114
$135K 0.11%
+5,725
115
$133K 0.11%
+1,930
116
$133K 0.11%
1,900
+75
117
$131K 0.11%
+3,600
118
$130K 0.11%
+4,139
119
$129K 0.11%
1,460
-125
120
$129K 0.11%
2,045
+175
121
$127K 0.1%
+2,970
122
$126K 0.1%
1,065
+100
123
$121K 0.1%
1,940
-1,090
124
$118K 0.1%
2,910
-40
125
$117K 0.1%
+2,350
3 4
5
6 7