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
201
$12K 0.01%
+162
202
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+461
203
$12K 0.01%
+100
204
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206
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208
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209
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210
$9K 0.01%
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211
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+900
212
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213
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+450
214
$9K 0.01%
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215
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+1,000
216
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217
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218
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219
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220
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224
$8K 0.01%
+69
225
$8K 0.01%
+101