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
176
$25K 0.02%
+1,000
177
$24K 0.02%
+218
178
$24K 0.02%
+317
179
$23K 0.02%
+1,375
180
$23K 0.02%
+2,819
181
$22K 0.02%
+466
182
$21K 0.02%
+230
183
$19K 0.02%
+500
184
$18K 0.01%
+201
185
$17K 0.01%
+150
186
$17K 0.01%
+1,500
187
$16K 0.01%
+300
188
$16K 0.01%
+1,700
189
$15K 0.01%
+181
190
$15K 0.01%
+262
191
$14K 0.01%
+357
192
$14K 0.01%
+368
193
$14K 0.01%
+918
194
$14K 0.01%
+103
195
$13K 0.01%
+718
196
$13K 0.01%
+139
197
$12K 0.01%
+169
198
$12K 0.01%
+125
199
$12K 0.01%
+106
200
$12K 0.01%
+125
6 7
8
9 10