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
126
$115K 0.09%
1,000
127
$115K 0.09%
2,400
-175
128
$114K 0.09%
902
+102
129
$112K 0.09%
7,261
-425
130
$112K 0.09%
7,322
+276
131
$112K 0.09%
2,250
+200
132
$111K 0.09%
12,155
+1,000
133
$109K 0.09%
2,810
+250
134
$105K 0.09%
19,050
+1,875
135
$104K 0.08%
7,600
136
$104K 0.08%
935
+335
137
$102K 0.08%
2,520
138
$100K 0.08%
952
+100
139
$100K 0.08%
1,595
+150
140
$98K 0.08%
1,675
-50
141
$96K 0.08%
1,832
142
$91K 0.07%
1,123
+25
143
$89K 0.07%
700
144
$88K 0.07%
1,322
+264
145
$83K 0.07%
825
+350
146
$82K 0.07%
1,700
147
$78K 0.06%
6,449
148
$77K 0.06%
2,050
+225
149
$76K 0.06%
1,383
+73
150
$76K 0.06%
3,000
4 5
6
7 8