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
$207M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$6.6M
2
+$4.41M
3
+$4.12M
4
XYZ
Block Inc
XYZ
+$3.75M
5
ANET icon
Arista Networks
ANET
+$3.2M

Top Sells

1
+$7.3M
2
+$6.22M
3
+$4.44M
4
PANW icon
Palo Alto Networks
PANW
+$4.24M
5
SPLK
Splunk Inc
SPLK
+$3.37M

Sector Composition

1 Technology 43.16%
2 Communication Services 13.5%
3 Financials 8.61%
4 Healthcare 8.31%
5 Consumer Staples 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.99M 1.45%
22,580
-320
27
$2.98M 1.44%
12,271
-9
28
$2.75M 1.33%
16,658
+126
29
$2.66M 1.29%
40,821
+372
30
$2.58M 1.25%
18,951
-691
31
$2.4M 1.16%
3,825
+871
32
$2.36M 1.14%
11,429
-363
33
$2.22M 1.08%
38,250
+30,950
34
$2.03M 0.98%
4,110
-275
35
$2.02M 0.98%
36,931
-2,554
36
$1.87M 0.9%
24,194
+4,660
37
$1.57M 0.76%
6,058
+176
38
$1.52M 0.74%
8,427
+793
39
$1.51M 0.73%
16,491
-16,940
40
$1.19M 0.58%
6,598
+8
41
$993K 0.48%
5,454
-412
42
$944K 0.46%
6,866
-201
43
$849K 0.41%
1,683
+94
44
$820K 0.4%
21,753
45
$812K 0.39%
49,689
+12,785
46
$808K 0.39%
1,546
+117
47
$735K 0.36%
1,406
48
$720K 0.35%
+4,590
49
$719K 0.35%
9,555
+1,995
50
$714K 0.35%
+918
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