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
176
$83K 0.05%
3,200
+2,000
177
$83K 0.05%
1,334
+734
178
$83K 0.05%
4,780
179
$83K 0.05%
3,000
180
$82K 0.05%
3,427
+317
181
$81K 0.05%
625
182
$79K 0.05%
1,830
183
$78K 0.04%
3,000
184
$76K 0.04%
4,175
-1,325
185
$75K 0.04%
2,610
186
$74K 0.04%
1,256
+1,040
187
$70K 0.04%
1,917
+839
188
$70K 0.04%
1,620
+1,100
189
$66K 0.04%
+829
190
$65K 0.04%
2,007
+711
191
$64K 0.04%
1,611
192
$63K 0.04%
1,012
+702
193
$61K 0.04%
3,300
-600
194
$60K 0.03%
506
+136
195
$59K 0.03%
+767
196
$59K 0.03%
984
-50
197
$58K 0.03%
650
+100
198
$58K 0.03%
+1,804
199
$58K 0.03%
1,356
+671
200
$55K 0.03%
+670
6 7
8
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