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
151
$74K 0.06%
625
152
$68K 0.06%
6,852
153
$67K 0.05%
1,575
+300
154
$62K 0.05%
2,000
155
$59K 0.05%
+1,628
156
$57K 0.05%
750
157
$56K 0.05%
1,000
158
$56K 0.05%
885
+85
159
$56K 0.05%
1,200
+50
160
$55K 0.04%
1,300
161
$52K 0.04%
1,200
162
$52K 0.04%
2,000
163
$51K 0.04%
1,140
164
$51K 0.04%
2,000
165
$48K 0.04%
600
166
$48K 0.04%
6,054
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167
$48K 0.04%
1,000
168
$48K 0.04%
725
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169
$48K 0.04%
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170
$42K 0.03%
250
-3,045
171
$36K 0.03%
600
172
$36K 0.03%
574
+21
173
$35K 0.03%
51,193
-150
174
$34K 0.03%
1,507
175
$32K 0.03%
621
5 6
7
8 9