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
151
$59K 0.05%
+1,500
152
$56K 0.05%
+1,580
153
$53K 0.04%
+1,000
154
$51K 0.04%
+1,150
155
$48K 0.04%
+1,140
156
$48K 0.04%
+1,200
157
$47K 0.04%
+2,000
158
$47K 0.04%
+700
159
$46K 0.04%
+823
160
$46K 0.04%
+800
161
$46K 0.04%
+600
162
$46K 0.04%
+1,300
163
$45K 0.04%
+2,000
164
$44K 0.04%
+1,000
165
$44K 0.04%
+1,100
166
$43K 0.04%
+2,000
167
$42K 0.03%
+475
168
$41K 0.03%
+658
169
$40K 0.03%
+2,073
170
$39K 0.03%
+1,109
171
$38K 0.03%
+1,507
172
$35K 0.03%
+1,000
173
$33K 0.03%
+600
174
$32K 0.03%
+1,070
175
$29K 0.02%
+1,550
5 6
7
8 9