LBWM

Left Brain Wealth Management Portfolio holdings

AUM $319M
1-Year Est. Return 70.58%
This Quarter Est. Return
1 Year Est. Return
+70.58%
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
+$2.06M
2
+$1.69M
3
+$1.58M
4
AXON icon
Axon Enterprise
AXON
+$1.41M
5
STX icon
Seagate
STX
+$732K

Top Sells

1
+$2.39M
2
+$1.88M
3
+$1.25M
4
PG icon
Procter & Gamble
PG
+$1.2M
5
SEZL icon
Sezzle
SEZL
+$592K

Sector Composition

1 Technology 39.65%
2 Communication Services 16.6%
3 Financials 12.1%
4 Industrials 8.85%
5 Consumer Discretionary 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CELH icon
51
Celsius Holdings
CELH
$10.8B
$937K 0.29%
16,300
+5,500
WMT icon
52
Walmart
WMT
$912B
$925K 0.29%
8,980
-249
SPY icon
53
SPDR S&P 500 ETF Trust
SPY
$700B
$870K 0.27%
1,306
ALAB icon
54
Astera Labs
ALAB
$25.8B
$857K 0.27%
4,375
+1,675
CYBR icon
55
CyberArk
CYBR
$23.5B
$735K 0.23%
1,522
+55
STX icon
56
Seagate
STX
$56.4B
$732K 0.23%
+3,100
MPWR icon
57
Monolithic Power Systems
MPWR
$45.9B
$709K 0.22%
+770
ARE icon
58
Alexandria Real Estate Equities
ARE
$8.37B
$694K 0.22%
+8,325
DSL
59
DoubleLine Income Solutions Fund
DSL
$1.3B
$659K 0.21%
53,680
+13,130
LIF
60
Life360
LIF
$5.88B
$659K 0.21%
+6,200
ABBV icon
61
AbbVie
ABBV
$407B
$634K 0.2%
2,739
-1,006
PSTG icon
62
Pure Storage
PSTG
$22.6B
$629K 0.2%
+7,500
ARCC icon
63
Ares Capital
ARCC
$14.9B
$610K 0.19%
29,890
+20,095
HIMS icon
64
Hims & Hers Health
HIMS
$8.44B
$607K 0.19%
10,700
+200
IWF icon
65
iShares Russell 1000 Growth ETF
IWF
$125B
$578K 0.18%
1,235
-400
BP icon
66
BP
BP
$95.1B
$577K 0.18%
16,753
STRK
67
Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock
STRK
$630M
$557K 0.17%
+6,075
DUOL icon
68
Duolingo
DUOL
$8.57B
$531K 0.17%
1,651
-381
NVG icon
69
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.71B
$523K 0.16%
42,550
BRK.B icon
70
Berkshire Hathaway Class B
BRK.B
$1.09T
$521K 0.16%
1,036
-53
AMGN icon
71
Amgen
AMGN
$186B
$517K 0.16%
1,832
-129
ZETA icon
72
Zeta Global
ZETA
$4.52B
$513K 0.16%
25,800
+10,000
AAPL icon
73
Apple
AAPL
$4.2T
$511K 0.16%
2,006
YOU icon
74
Clear Secure
YOU
$3.28B
$492K 0.15%
14,725
+5,500
AFRM icon
75
Affirm
AFRM
$23B
$491K 0.15%
6,725
1 2
3
4 5