LBWM

Left Brain Wealth Management Portfolio holdings

AUM $319M
1-Year Est. Return 70.58%
This Quarter Est. Return
1 Year Est. Return
+70.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$229M
AUM Growth
-$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$3.55M
3
+$3.11M
4
APO icon
Apollo Global Management
APO
+$1.95M
5
CYBR icon
CyberArk
CYBR
+$541K

Top Sells

1
+$8.63M
2
+$3.6M
3
+$3.42M
4
APP icon
Applovin
APP
+$1.8M
5
CRWD icon
CrowdStrike
CRWD
+$892K

Sector Composition

1 Technology 41.97%
2 Communication Services 14.21%
3 Financials 12.51%
4 Consumer Discretionary 8.73%
5 Industrials 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$684K 0.3%
16,425
+5,525
52
$675K 0.29%
6,039
+83
53
$666K 0.29%
2,137
-86
54
$628K 0.27%
2,826
-90
55
$608K 0.27%
132
+12
56
$590K 0.26%
1,635
-120
57
$566K 0.25%
16,753
58
$541K 0.24%
+1,600
59
$499K 0.22%
+2,430
60
$489K 0.21%
918
+107
61
$459K 0.2%
1,479
-1,993
62
$452K 0.2%
822
-360
63
$430K 0.19%
34,115
+11,075
64
$427K 0.19%
44,575
+4,000
65
$391K 0.17%
10,200
+3,200
66
$387K 0.17%
31,250
+8,450
67
$386K 0.17%
47,035
+9,325
68
$383K 0.17%
8,475
-2,250
69
$376K 0.16%
8,170
-3,500
70
$372K 0.16%
+3,305
71
$365K 0.16%
+187
72
$358K 0.16%
+6,150
73
$350K 0.15%
2,460
74
$319K 0.14%
+10,300
75
$317K 0.14%
+3,000
1 2
3
4 5