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
201
$55K 0.03%
+1,000
202
$52K 0.03%
1,140
203
$51K 0.03%
+1,200
204
$50K 0.03%
474
+104
205
$50K 0.03%
+1,273
206
$50K 0.03%
1,475
-325
207
$50K 0.03%
675
208
$50K 0.03%
3,780
209
$48K 0.03%
114
-20
210
$48K 0.03%
545
211
$47K 0.03%
490
+110
212
$45K 0.03%
+250
213
$43K 0.02%
775
214
$42K 0.02%
946
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215
$41K 0.02%
+2,348
216
$41K 0.02%
2,000
217
$39K 0.02%
1,040
-19,660
218
$37K 0.02%
713
+183
219
$37K 0.02%
350
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220
$36K 0.02%
420
221
$36K 0.02%
+1,286
222
$36K 0.02%
280
223
$36K 0.02%
545
+500
224
$35K 0.02%
490
-89
225
$35K 0.02%
1,200
7 8
9
10 11