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
176
$32K 0.03%
275
+125
177
$31K 0.03%
830
178
$31K 0.03%
1,020
-50
179
$31K 0.03%
1,550
180
$28K 0.02%
144
+1
181
$28K 0.02%
2,944
+61
182
$27K 0.02%
1,367
183
$26K 0.02%
466
184
$25K 0.02%
1,000
185
$24K 0.02%
1,375
186
$24K 0.02%
215
+160
187
$19K 0.02%
500
188
$18K 0.01%
1,782
189
$17K 0.01%
144
+120
190
$15K 0.01%
128
191
$15K 0.01%
262
192
$15K 0.01%
125
+25
193
$14K 0.01%
368
194
$14K 0.01%
+167
195
$14K 0.01%
61
196
$13K 0.01%
320
+160
197
$13K 0.01%
123
198
$13K 0.01%
+300
199
$12K 0.01%
125
200
$12K 0.01%
300
6 7
8
9 10