LBWM
Left Brain Wealth Management Portfolio holdings
AUM
$319M
1-Year Est. Return
70.58%
1 Year Est. Return
+70.58%
AUM
$319M
AUM Growth
+$34.8M
(+12%)
Holding
110
Top Buys
| 1 | +$2.06M | |
| 2 | +$1.69M | |
| 3 | +$1.58M | |
| 4 |
Axon Enterprise
AXON
|
+$1.41M |
| 5 |
Seagate
STX
|
+$732K |
Top Sells
| 1 | +$2.39M | |
| 2 | +$1.88M | |
| 3 | +$1.25M | |
| 4 |
Procter & Gamble
PG
|
+$1.2M |
| 5 |
Sezzle
SEZL
|
+$592K |
Sector Composition
| 1 | Technology | 39.65% |
| 2 | Communication Services | 16.6% |
| 3 | Financials | 12.1% |
| 4 | Industrials | 8.85% |
| 5 | Consumer Discretionary | 7.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
McKesson
MCK
$99.6B
| $3.8M | 1.19% |
4,925
-64
|
|
||
27
Cencora
COR
$65.1B
| $3.74M | 1.17% |
11,975
-34
|
|
||
28
Monster Beverage
MNST
$72.5B
| $3.57M | 1.12% |
53,050
-74
|
|
||
29
Spotify
SPOT
$115B
| $3.39M | 1.06% |
4,855
+2,260
|
|
||
30
Tesla
TSLA
$1.48T
| $3.26M | 1.02% |
7,328
-74
|
|
||
31
Cigna
CI
$72.7B
| $3.25M | 1.02% |
11,284
-359
|
|
||
32
Rollins
ROL
$29.2B
| $3.13M | 0.98% |
53,279
-1,667
|
|
||
33
CME Group
CME
$99.5B
| $3.07M | 0.97% |
11,380
-153
|
|
||
34
Progressive
PGR
$133B
| $3.05M | 0.96% |
12,367
+168
|
|
||
35
Dollar General
DG
$24.6B
| $2.9M | 0.91% |
28,077
-318
|
|
||
36
Vertiv
VRT
$68.5B
| $2.75M | 0.86% |
18,216
+13,641
|
|
||
37
UnitedHealth
UNH
$307B
| $2.16M | 0.68% |
6,254
-3,620
|
|
||
38
Credo Technology Group
CRDO
$33.7B
| $1.92M | 0.6% |
13,200
|
|
||
|
NBIS
39
Nebius Group N.V.
NBIS
$24.5B
| $1.85M | 0.58% |
16,475
|
|
||
40
Altria Group
MO
$98.8B
| $1.77M | 0.56% |
26,788
-17
|
|
||
41
Roblox
RBLX
$65.2B
| $1.74M | 0.55% |
12,596
+3,866
|
|
||
42
Shopify
SHOP
$209B
| $1.54M | 0.48% |
10,331
+1,688
|
|
||
43
Rithm Capital
RITM
$6.34B
| $1.43M | 0.45% |
125,140
+31,590
|
|
||
44
Invesco Senior Loan ETF
BKLN
$6.37B
| $1.34M | 0.42% |
63,996
+2,114
|
|
||
45
Zscaler
ZS
$38.7B
| $1.12M | 0.35% |
3,730
+442
|
|
||
46
Omega Healthcare
OHI
$13.5B
| $1.07M | 0.34% |
25,285
+660
|
|
||
47
Cloudflare
NET
$71.3B
| $1.06M | 0.33% |
4,953
+188
|
|
||
48
Reddit
RDDT
$42.3B
| $1.05M | 0.33% |
4,570
|
|
||
49
Annaly Capital Management
NLY
$15.6B
| $1.02M | 0.32% |
50,430
+25,782
|
|
||
50
Royal Caribbean
RCL
$72.3B
| $992K | 0.31% |
3,066
+143
|
|