LBWM

Left Brain Wealth Management Portfolio holdings

AUM $284M
1-Year Est. Return 53.92%
This Quarter Est. Return
1 Year Est. Return
+53.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$284M
AUM Growth
+$54.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$6.63M
2
+$6.11M
3
+$5.38M
4
CB icon
Chubb
CB
+$4.38M
5
MCK icon
McKesson
MCK
+$3.66M

Top Sells

1
+$8.2M
2
+$5.48M
3
+$4.91M
4
PLTR icon
Palantir
PLTR
+$4.69M
5
TTD icon
Trade Desk
TTD
+$4.4M

Sector Composition

1 Technology 37.35%
2 Communication Services 15.85%
3 Financials 11.96%
4 Consumer Discretionary 8.98%
5 Industrials 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$4.46T
$23.4M 8.23%
147,802
-51,933
META icon
2
Meta Platforms (Facebook)
META
$1.8T
$17.2M 6.04%
23,237
+480
NFLX icon
3
Netflix
NFLX
$510B
$15.5M 5.46%
11,561
+126
PLTR icon
4
Palantir
PLTR
$423B
$12.9M 4.54%
94,423
-34,402
AXON icon
5
Axon Enterprise
AXON
$52.7B
$11.4M 4.03%
13,797
+142
TSM icon
6
TSMC
TSM
$1.53T
$10.2M 3.58%
44,887
+4,667
CRWD icon
7
CrowdStrike
CRWD
$122B
$9.66M 3.4%
18,964
+816
ANET icon
8
Arista Networks
ANET
$180B
$8.35M 2.94%
81,605
+8,788
HOOD icon
9
Robinhood
HOOD
$115B
$8.16M 2.88%
87,195
+70,770
AMZN icon
10
Amazon
AMZN
$2.27T
$7.45M 2.62%
33,935
+192
UBER icon
11
Uber
UBER
$192B
$7.23M 2.55%
77,527
-585
GE icon
12
GE Aerospace
GE
$318B
$7.1M 2.5%
27,574
+748
AVGO icon
13
Broadcom
AVGO
$1.65T
$7.07M 2.49%
25,650
+4,940
AMLP icon
14
Alerian MLP ETF
AMLP
$10B
$7.04M 2.48%
144,150
-785
CB icon
15
Chubb
CB
$107B
$6.18M 2.18%
21,331
+15,120
NOW icon
16
ServiceNow
NOW
$188B
$6.18M 2.18%
6,010
+692
WM icon
17
Waste Management
WM
$86.8B
$6.11M 2.15%
+26,686
MSFT icon
18
Microsoft
MSFT
$3.82T
$6.05M 2.13%
12,155
+220
MELI icon
19
Mercado Libre
MELI
$103B
$5.87M 2.07%
2,245
+2,058
V icon
20
Visa
V
$664B
$5.39M 1.9%
15,171
-32
COST icon
21
Costco
COST
$415B
$5.35M 1.88%
5,402
+161
APP icon
22
Applovin
APP
$203B
$5.24M 1.85%
14,972
+5,500
HTGC icon
23
Hercules Capital
HTGC
$3.14B
$5.19M 1.83%
284,068
+5,174
IBM icon
24
IBM
IBM
$262B
$5.15M 1.81%
17,473
-191
CI icon
25
Cigna
CI
$79.9B
$3.85M 1.36%
11,643
-115
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