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
$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
HOOD icon
51
Robinhood
HOOD
$115B
$684K 0.3%
16,425
+5,525
DECK icon
52
Deckers Outdoor
DECK
$14.8B
$675K 0.29%
6,039
+83
AMGN icon
53
Amgen
AMGN
$161B
$666K 0.29%
2,137
-86
AAPL icon
54
Apple
AAPL
$3.74T
$628K 0.27%
2,826
-90
BKNG icon
55
Booking.com
BKNG
$164B
$608K 0.27%
132
+12
IWF icon
56
iShares Russell 1000 Growth ETF
IWF
$122B
$590K 0.26%
1,635
-120
BP icon
57
BP
BP
$85B
$566K 0.25%
16,753
CYBR icon
58
CyberArk
CYBR
$24.8B
$541K 0.24%
+1,600
RCL icon
59
Royal Caribbean
RCL
$81.6B
$499K 0.22%
+2,430
BRK.B icon
60
Berkshire Hathaway Class B
BRK.B
$1.06T
$489K 0.21%
918
+107
DUOL icon
61
Duolingo
DUOL
$14.8B
$459K 0.2%
1,479
-1,993
SPOT icon
62
Spotify
SPOT
$138B
$452K 0.2%
822
-360
DSL
63
DoubleLine Income Solutions Fund
DSL
$1.33B
$430K 0.19%
34,115
+11,075
AGNC icon
64
AGNC Investment
AGNC
$10.5B
$427K 0.19%
44,575
+4,000
IOT icon
65
Samsara
IOT
$21B
$391K 0.17%
10,200
+3,200
NVG icon
66
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.64B
$387K 0.17%
31,250
+8,450
SFL icon
67
SFL Corp
SFL
$927M
$386K 0.17%
47,035
+9,325
AFRM icon
68
Affirm
AFRM
$22.1B
$383K 0.17%
8,475
-2,250
UPST icon
69
Upstart Holdings
UPST
$4.47B
$376K 0.16%
8,170
-3,500
NET icon
70
Cloudflare
NET
$73.2B
$372K 0.16%
+3,305
MELI icon
71
Mercado Libre
MELI
$103B
$365K 0.16%
+187
RBLX icon
72
Roblox
RBLX
$92.1B
$358K 0.16%
+6,150
KMB icon
73
Kimberly-Clark
KMB
$40.3B
$350K 0.15%
2,460
PINS icon
74
Pinterest
PINS
$22B
$319K 0.14%
+10,300
TOL icon
75
Toll Brothers
TOL
$13.1B
$317K 0.14%
+3,000
1 2
3
4 5