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
126
$102K 0.08%
+5,895
127
$102K 0.08%
+5,567
128
$100K 0.08%
+7,600
129
$99K 0.08%
+1,400
130
$98K 0.08%
+840
131
$97K 0.08%
+700
132
$96K 0.08%
+701
133
$95K 0.08%
+9,352
134
$90K 0.07%
+1,700
135
$88K 0.07%
+1,070
136
$86K 0.07%
+101
137
$84K 0.07%
+912
138
$84K 0.07%
+210,000
139
$83K 0.07%
+1,832
140
$81K 0.07%
+706
141
$81K 0.07%
+3,850
142
$78K 0.06%
+1,895
143
$76K 0.06%
+6,449
144
$73K 0.06%
+1,001
145
$72K 0.06%
+3,000
146
$71K 0.06%
+1,450
147
$71K 0.06%
+1,497
148
$66K 0.05%
+1,856
149
$65K 0.05%
+2,000
150
$61K 0.05%
+600
4 5
6
7 8