LBWM

Left Brain Wealth Management Portfolio holdings

AUM $289M
1-Year Est. Return 40.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$284M
AUM Growth
+$54.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$6.19M
2
+$4.81M
3
+$4.35M
4
HOOD icon
Robinhood
HOOD
+$4.19M
5
MCK icon
McKesson
MCK
+$3.52M

Top Sells

1
+$6.54M
2
+$5.48M
3
+$4.91M
4
PLTR icon
Palantir
PLTR
+$4.03M
5
TTD icon
Trade Desk
TTD
+$3.91M

Sector Composition

1 Technology 37.18%
2 Communication Services 15.85%
3 Financials 12.12%
4 Consumer Discretionary 8.98%
5 Industrials 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.66M 1.29%
+4,989
27
$3.6M 1.27%
12,009
+75
28
$3.33M 1.17%
+53,124
29
$3.26M 1.15%
12,199
+372
30
$3.25M 1.14%
+28,395
31
$3.18M 1.12%
+11,533
32
$3.13M 1.1%
34,695
+7,755
33
$3.1M 1.09%
+54,946
34
$3.08M 1.09%
9,874
+5,954
35
$2.39M 0.84%
42,647
-320
36
$2.35M 0.83%
7,402
-93
37
$1.99M 0.7%
2,595
+1,773
38
$1.88M 0.66%
26,070
-61,179
39
$1.61M 0.57%
+10,111
40
$1.57M 0.55%
26,805
+266
41
$1.29M 0.46%
61,882
+2,815
42
$1.22M 0.43%
13,200
+5,550
43
$1.06M 0.37%
93,550
+28,720
44
$1.03M 0.36%
+3,288
45
$997K 0.35%
8,643
-30,055
46
$933K 0.33%
4,765
+1,460
47
$918K 0.32%
8,730
+2,580
48
$915K 0.32%
2,923
+493
49
$912K 0.32%
+16,475
50
$903K 0.32%
24,625
+1,035
1
2
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