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
$265M
AUM Growth
+$49.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$4.25M
2
+$4.02M
3
+$3.26M
4
AMZN icon
Amazon
AMZN
+$3.11M
5
LLY icon
Eli Lilly
LLY
+$2.8M

Top Sells

1
+$4.24M
2
+$2.83M
3
+$2.05M
4
SLB icon
SLB Limited
SLB
+$1.33M
5
ICE icon
Intercontinental Exchange
ICE
+$1.04M

Sector Composition

1 Technology 43.01%
2 Communication Services 15.74%
3 Financials 10.1%
4 Consumer Discretionary 9.22%
5 Industrials 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.72M 1.4%
4,816
+3,623
27
$3.6M 1.36%
48,676
-6,565
28
$3.52M 1.33%
33,132
+7,199
29
$3.43M 1.3%
12,434
-694
30
$3.42M 1.29%
29,677
-520
31
$3.26M 1.23%
+8,073
32
$3.05M 1.15%
38,710
-1,355
33
$2.9M 1.09%
12,084
-262
34
$2.88M 1.09%
47,748
+6,540
35
$2.84M 1.07%
4,071
+181
36
$2.75M 1.04%
12,224
-291
37
$2.22M 0.84%
6,749
+178
38
$2.08M 0.78%
26,265
+1,185
39
$2.07M 0.78%
4,083
-136
40
$1.92M 0.72%
51,589
-5,179
41
$1.77M 0.67%
6,398
+139
42
$1.58M 0.6%
17,559
+8,720
43
$1.54M 0.58%
70,275
+31,890
44
$1.36M 0.51%
26,042
-734
45
$1.21M 0.46%
5,956
+658
46
$1.13M 0.43%
+3,472
47
$1.03M 0.39%
49,072
+9,436
48
$846K 0.32%
7,006
-1,542
49
$823K 0.31%
21,740
+2,175
50
$765K 0.29%
1,306
-124
1
2
3 4