LWM
LBA Wealth Management Portfolio holdings
AUM
$190M
This Quarter Return
-0.29%
1 Year Return
+12.12%
3 Year Return
+19.22%
5 Year Return
–
10 Year Return
–
AUM
$159M
AUM Growth
+$159M
(+0.43%)
Cap. Flow
+$2.35M
Cap. Flow
% of AUM
1.47%
Top 10 Holdings %
Top 10 Hldgs %
54.49%
Holding
347
New
32
Increased
62
Reduced
63
Closed
25
Top Buys
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.11M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$750K |
| 3 |
BBBY
Bed Bath & Beyond Inc
BBBY
|
$660K |
| 4 |
Perrigo
PRGO
|
$584K |
| 5 |
Stanley Black & Decker
SWK
|
$567K |
Top Sells
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$502K |
| 2 |
DBL
DoubleLine Opportunistic Credit Fund
DBL
|
$448K |
| 3 |
NRF
NorthStar Realty Finance Corp.
NRF
|
$437K |
| 4 |
General Dynamics
GD
|
$299K |
| 5 |
Nabors Industries
NBR
|
$289K |
Sector Composition
| 1 | Healthcare | 8.12% |
| 2 | Technology | 7.59% |
| 3 | Financials | 5.8% |
| 4 | Industrials | 3.8% |
| 5 | Consumer Staples | 3.13% |
