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
$207M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$6.6M
2
+$4.41M
3
+$4.12M
4
XYZ
Block Inc
XYZ
+$3.75M
5
ANET icon
Arista Networks
ANET
+$3.2M

Top Sells

1
+$7.3M
2
+$6.22M
3
+$4.44M
4
PANW icon
Palo Alto Networks
PANW
+$4.24M
5
SPLK
Splunk Inc
SPLK
+$3.37M

Sector Composition

1 Technology 43.16%
2 Communication Services 13.5%
3 Financials 8.61%
4 Healthcare 8.31%
5 Consumer Staples 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$696K 0.34%
2,065
52
$676K 0.33%
9,663
-2,030
53
$673K 0.33%
3,124
-45
54
$646K 0.31%
30,530
+704
55
$591K 0.29%
2,080
+67
56
$539K 0.26%
9,049
-885
57
$526K 0.25%
16,595
-770
58
$488K 0.24%
2,790
+40
59
$483K 0.23%
2,816
-36,276
60
$396K 0.19%
3,060
61
$380K 0.18%
16,750
+200
62
$371K 0.18%
3,477
+76
63
$321K 0.16%
2,655
+792
64
$308K 0.15%
8,064
-1,100
65
$289K 0.14%
688
-10
66
$266K 0.13%
+12,800
67
$250K 0.12%
19,000
+2,400
68
$223K 0.11%
1,149
-7
69
$213K 0.1%
+1,712
70
$201K 0.1%
1,999
-257
71
– –
-2,040
72
– –
-8,970
73
– –
-9,878
74
– –
-139,013
75
– –
-3,486
1 2
3
4