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
$164M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$1.52M
3
+$1.19M
4
SMCI icon
Super Micro Computer
SMCI
+$1.15M
5
SCHW icon
Charles Schwab
SCHW
+$1.11M

Top Sells

1
+$2.89M
2
+$1.74M
3
+$1.44M
4
CINF icon
Cincinnati Financial
CINF
+$1.07M
5
WMB icon
Williams Companies
WMB
+$904K

Sector Composition

1 Technology 33.91%
2 Healthcare 14.29%
3 Communication Services 10.63%
4 Consumer Discretionary 10.19%
5 Energy 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$808K 0.49%
5,999
-492
52
$768K 0.47%
21,753
53
$752K 0.46%
18,556
+9,948
54
$659K 0.4%
1,347
+393
55
$592K 0.36%
+4,029
56
$591K 0.36%
1,256
-60
57
$577K 0.35%
3,486
-171
58
$571K 0.35%
3,082
+135
59
$568K 0.35%
2,065
60
$542K 0.33%
10,609
+80
61
$506K 0.31%
16,480
-120
62
$499K 0.3%
16,983
-3,405
63
$457K 0.28%
2,469
+550
64
$452K 0.28%
3,719
-542
65
$451K 0.28%
7,080
-315
66
$422K 0.26%
3,060
67
$402K 0.25%
1,810
-100
68
$339K 0.21%
994
-255
69
$278K 0.17%
2,855
-10,997
70
$274K 0.17%
+6,354
71
$249K 0.15%
997
+12
72
$232K 0.14%
+12,335
73
$231K 0.14%
+5,400
74
$224K 0.14%
2,287
-40
75
$217K 0.13%
+5,385
1 2
3
4