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
$174M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
432
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$1.55M
3
+$1.54M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$835K
5
BRF icon
VanEck Brazil Small-Cap ETF
BRF
+$811K

Top Sells

1
+$903K
2
+$737K
3
+$399K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$380K
5
BBBY
Bed Bath & Beyond Inc
BBBY
+$205K

Sector Composition

1 Technology 7.43%
2 Healthcare 7.23%
3 Financials 5.87%
4 Industrials 3.22%
5 Consumer Staples 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$115K 0.07%
1,715
+140
152
$112K 0.06%
1,266
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153
$110K 0.06%
1,630
154
$110K 0.06%
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155
$107K 0.06%
8,236
156
$106K 0.06%
2,800
157
$103K 0.06%
3,510
-67
158
$102K 0.06%
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159
$102K 0.06%
740
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160
$100K 0.06%
1,280
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161
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162
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163
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164
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165
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166
$94K 0.05%
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167
$93K 0.05%
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169
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170
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171
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172
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173
$88K 0.05%
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174
$85K 0.05%
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175
$83K 0.05%
800
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