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
$147M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$5.85M
2
+$5.14M
3
+$3.59M
4
V icon
Visa
V
+$3.38M
5
TDOC icon
Teladoc Health
TDOC
+$3.12M

Top Sells

1
+$5.01M
2
+$4.87M
3
+$4.46M
4
AMGN icon
Amgen
AMGN
+$3.14M
5
TRV icon
Travelers Companies
TRV
+$2.83M

Sector Composition

1 Technology 27.22%
2 Healthcare 16.68%
3 Energy 11.11%
4 Financials 10.35%
5 Consumer Discretionary 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.1M 1.43%
32,646
+8,560
27
$1.98M 1.34%
4,302
+2,132
28
$1.93M 1.31%
46,899
+36,998
29
$1.93M 1.31%
16,115
+7,062
30
$1.87M 1.27%
21,648
+7,639
31
$1.74M 1.19%
11,347
-15,417
32
$1.68M 1.14%
+19,964
33
$1.64M 1.11%
9,973
+607
34
$1.59M 1.08%
7,528
+4,022
35
$1.53M 1.04%
+7,381
36
$1.47M 1%
13,852
-1,924
37
$1.35M 0.92%
+21,570
38
$1.34M 0.91%
58,620
+5,206
39
$1.17M 0.8%
9,269
+390
40
$1.17M 0.79%
32,028
+9,692
41
$1.12M 0.76%
5,568
+88
42
$1.02M 0.69%
11,514
+2,437
43
$990K 0.67%
+15,702
44
$981K 0.67%
6,491
-8,703
45
$931K 0.63%
8,544
-29
46
$904K 0.61%
29,868
-19,642
47
$876K 0.6%
21,753
-1,199
48
$784K 0.53%
1,885
49
$755K 0.51%
7,160
+320
50
$729K 0.5%
4,624
-1,052
1
2
3 4