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
$147M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$5.85M
2
+$5.14M
3
+$3.59M
4
V icon
Visa
V
+$3.38M
5
TDOC icon
Teladoc Health
TDOC
+$3.12M

Top Sells

1
+$5.01M
2
+$4.87M
3
+$4.46M
4
AMGN icon
Amgen
AMGN
+$3.14M
5
TRV icon
Travelers Companies
TRV
+$2.83M

Sector Composition

1 Technology 27.22%
2 Healthcare 16.68%
3 Energy 11.11%
4 Financials 10.35%
5 Consumer Discretionary 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$726K 0.49%
1,316
+171
52
$651K 0.44%
7,287
+1,875
53
$647K 0.44%
9,971
+4,766
54
$599K 0.41%
3,657
-1,202
55
$566K 0.39%
+4,261
56
$547K 0.37%
+2,947
57
$539K 0.37%
20,388
+2,550
58
$521K 0.35%
+10,529
59
$510K 0.35%
2,065
60
$458K 0.31%
1,910
-13,093
61
$452K 0.31%
7,395
-240
62
$444K 0.3%
16,600
-630
63
$443K 0.3%
3,060
64
$410K 0.28%
1,249
-280
65
$366K 0.25%
1,919
+188
66
$360K 0.25%
+954
67
$345K 0.23%
+8,608
68
$269K 0.18%
985
+7
69
$267K 0.18%
6,799
+446
70
$259K 0.18%
2,733
71
$241K 0.16%
+879
72
$237K 0.16%
+4,545
73
$233K 0.16%
+2,327
74
$229K 0.16%
25,200
+1,500
75
$223K 0.15%
402
-39
1 2
3
4