LWM
LBA Wealth Management Portfolio holdings
AUM
$190M
This Quarter Return
+7.05%
1 Year Return
+12.12%
3 Year Return
+19.22%
5 Year Return
–
10 Year Return
–
AUM
$121M
AUM Growth
–
Cap. Flow
+$121M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
50.98%
Holding
258
New
258
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$20.6M |
| 2 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$9.16M |
| 3 |
Vanguard Total Bond Market
BND
|
$8.72M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$5.14M |
| 5 |
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% |
