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
$265M
AUM Growth
+$49.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$4.25M
2
+$4.02M
3
+$3.26M
4
AMZN icon
Amazon
AMZN
+$3.11M
5
LLY icon
Eli Lilly
LLY
+$2.8M

Top Sells

1
+$4.24M
2
+$2.83M
3
+$2.05M
4
SLB icon
SLB Limited
SLB
+$1.33M
5
ICE icon
Intercontinental Exchange
ICE
+$1.04M

Sector Composition

1 Technology 43.01%
2 Communication Services 15.74%
3 Financials 10.1%
4 Consumer Discretionary 9.22%
5 Industrials 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$763K 0.29%
4,295
-425
52
$752K 0.28%
+8,320
53
$737K 0.28%
+38,890
54
$730K 0.28%
2,916
+69
55
$719K 0.27%
+11,670
56
$705K 0.27%
1,755
-310
57
$671K 0.25%
1,509
-171
58
$653K 0.25%
+10,725
59
$652K 0.25%
+7,700
60
$596K 0.23%
120
+53
61
$589K 0.22%
+22,100
62
$583K 0.22%
53,805
+17,305
63
$579K 0.22%
2,223
+10
64
$529K 0.2%
+1,182
65
$507K 0.19%
+3,545
66
$495K 0.19%
16,753
-5,000
67
$479K 0.18%
+2,656
68
$468K 0.18%
+1,615
69
$438K 0.17%
+10,575
70
$407K 0.15%
+22,600
71
$406K 0.15%
+10,900
72
$385K 0.15%
37,710
+4,825
73
$374K 0.14%
40,575
+26,875
74
$372K 0.14%
+1,580
75
$368K 0.14%
811
-37
1 2
3
4