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
$164M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$1.52M
3
+$1.19M
4
SMCI icon
Super Micro Computer
SMCI
+$1.15M
5
SCHW icon
Charles Schwab
SCHW
+$1.11M

Top Sells

1
+$2.89M
2
+$1.74M
3
+$1.44M
4
CINF icon
Cincinnati Financial
CINF
+$1.07M
5
WMB icon
Williams Companies
WMB
+$904K

Sector Composition

1 Technology 33.91%
2 Healthcare 14.29%
3 Communication Services 10.63%
4 Consumer Discretionary 10.19%
5 Energy 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.21M 1.35%
44,927
-4,232
27
$2.19M 1.34%
21,713
+1,749
28
$2.12M 1.29%
16,544
+429
29
$2.1M 1.28%
56,910
-1,710
30
$2.03M 1.24%
23,400
+1,830
31
$1.98M 1.21%
43,689
-3,210
32
$1.96M 1.2%
29,100
-3,674
33
$1.8M 1.1%
8,525
+1,144
34
$1.71M 1.04%
12,921
-21,804
35
$1.68M 1.02%
10,022
+49
36
$1.58M 0.96%
8,101
+573
37
$1.52M 0.93%
+2,857
38
$1.4M 0.85%
18,504
+2,802
39
$1.36M 0.83%
24,041
+19,496
40
$1.19M 0.72%
+18,366
41
$1.15M 0.7%
+46,320
42
$1.1M 0.67%
5,705
+137
43
$1,000K 0.61%
32,989
+961
44
$991K 0.6%
12,916
+1,402
45
$952K 0.58%
8,624
-645
46
$913K 0.56%
8,071
-473
47
$859K 0.52%
6,590
-570
48
$844K 0.52%
7,411
+124
49
$838K 0.51%
10,161
+190
50
$836K 0.51%
1,885
1
2
3 4