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
$134M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$6.02M
3
+$5.04M
4
EOG icon
EOG Resources
EOG
+$5.01M
5
COR icon
Cencora
COR
+$4.94M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 22.09%
2 Energy 20.87%
3 Technology 18.44%
4 Financials 10.46%
5 Consumer Staples 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$502K 0.38%
+9,901
52
$482K 0.36%
+17,230
53
$472K 0.35%
+1,529
54
$442K 0.33%
+2,065
55
$430K 0.32%
+7,635
56
$415K 0.31%
+3,060
57
$353K 0.26%
+5,205
58
$351K 0.26%
+5,412
59
$313K 0.23%
+1,731
60
$259K 0.19%
+6,353
61
$243K 0.18%
+441
62
$226K 0.17%
+978
63
$223K 0.17%
+2,733
64
$219K 0.16%
+23,700
65
$192K 0.14%
+10,375
66
$155K 0.12%
+13,000
67
$115K 0.09%
+14,025
1 2
3