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
$178M
AUM Growth
+$5.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
475
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$1.3M
3
+$658K
4
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$452K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$268K

Top Sells

1
+$680K
2
+$511K
3
+$312K
4
BLDR icon
Builders FirstSource
BLDR
+$253K
5
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$216K

Sector Composition

1 Technology 7.31%
2 Healthcare 6.59%
3 Financials 5.61%
4 Industrials 3.24%
5 Consumer Staples 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$67K 0.04%
3,275
177
$66K 0.04%
+900
178
$64K 0.04%
603
179
$63K 0.04%
1,000
180
$62K 0.03%
700
181
$62K 0.03%
774
-185
182
$62K 0.03%
1,358
+2
183
$61K 0.03%
1,150
-225
184
$60K 0.03%
1,500
185
$60K 0.03%
425
-200
186
$57K 0.03%
1,475
187
$56K 0.03%
1,367
-550
188
$55K 0.03%
2,230
189
$55K 0.03%
1,040
190
$53K 0.03%
1,140
191
$51K 0.03%
449
+35
192
$51K 0.03%
+800
193
$51K 0.03%
650
194
$51K 0.03%
2,000
195
$50K 0.03%
1,250
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196
$49K 0.03%
2,300
197
$48K 0.03%
2,665
198
$47K 0.03%
1,364
+5
199
$47K 0.03%
806
-200
200
$46K 0.03%
778
+65
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