LBWM

Left Brain Wealth Management Portfolio holdings

AUM $255M
1-Year Est. Return 49.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+49.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$319M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.58M
3
+$1.5M
4
APP icon
Applovin
APP
+$1.08M
5
ARE icon
Alexandria Real Estate Equities
ARE
+$667K

Top Sells

1
+$2.39M
2
+$1.88M
3
+$1.22M
4
UNH icon
UnitedHealth
UNH
+$1.09M
5
SEZL
Sezzle
SEZL
+$592K

Sector Composition

1 Technology 39.5%
2 Communication Services 16.6%
3 Financials 12.25%
4 Industrials 8.85%
5 Consumer Discretionary 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.8M 1.19%
4,925
-64
27
$3.74M 1.17%
11,975
-34
28
$3.57M 1.12%
53,050
-74
29
$3.39M 1.06%
4,855
+2,260
30
$3.26M 1.02%
7,328
-74
31
$3.25M 1.02%
11,284
-359
32
$3.13M 0.98%
53,279
-1,667
33
$3.07M 0.97%
11,380
-153
34
$3.05M 0.96%
12,367
+168
35
$2.9M 0.91%
28,077
-318
36
$2.75M 0.86%
18,216
+13,641
37
$2.16M 0.68%
6,254
-3,620
38
$1.92M 0.6%
13,200
39
$1.85M 0.58%
16,475
40
$1.77M 0.56%
26,788
-17
41
$1.74M 0.55%
12,596
+3,866
42
$1.54M 0.48%
10,331
+1,688
43
$1.43M 0.45%
125,140
+31,590
44
$1.34M 0.42%
63,996
+2,114
45
$1.12M 0.35%
3,730
+442
46
$1.07M 0.34%
25,285
+660
47
$1.06M 0.33%
4,953
+188
48
$1.05M 0.33%
4,570
49
$1.02M 0.32%
50,430
+25,782
50
$992K 0.31%
3,066
+143
1
2
3 4 5