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
$284M
AUM Growth
+$54.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$6.63M
2
+$6.11M
3
+$5.38M
4
CB icon
Chubb
CB
+$4.38M
5
MCK icon
McKesson
MCK
+$3.66M

Top Sells

1
+$8.2M
2
+$5.48M
3
+$4.91M
4
PLTR icon
Palantir
PLTR
+$4.69M
5
TTD icon
Trade Desk
TTD
+$4.4M

Sector Composition

1 Technology 37.35%
2 Communication Services 15.85%
3 Financials 11.96%
4 Consumer Discretionary 8.98%
5 Industrials 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WMT icon
51
Walmart
WMT
$817B
$902K 0.32%
9,229
+830
DUOL icon
52
Duolingo
DUOL
$8.56B
$833K 0.29%
2,032
+553
SPY icon
53
SPDR S&P 500 ETF Trust
SPY
$667B
$807K 0.28%
1,306
ABBV icon
54
AbbVie
ABBV
$411B
$695K 0.24%
3,745
-225
IWF icon
55
iShares Russell 1000 Growth ETF
IWF
$123B
$694K 0.24%
1,635
RDDT icon
56
Reddit
RDDT
$36.6B
$688K 0.24%
4,570
+2,570
CYBR icon
57
CyberArk
CYBR
$24.6B
$597K 0.21%
1,467
-133
SEZL icon
58
Sezzle
SEZL
$1.78B
$592K 0.21%
+3,300
MNDY icon
59
monday.com
MNDY
$8.28B
$588K 0.21%
1,870
+735
VRT icon
60
Vertiv
VRT
$65.4B
$587K 0.21%
+4,575
AMGN icon
61
Amgen
AMGN
$181B
$548K 0.19%
1,961
-176
BRK.B icon
62
Berkshire Hathaway Class B
BRK.B
$1.1T
$529K 0.19%
1,089
+171
HIMS icon
63
Hims & Hers Health
HIMS
$8.42B
$523K 0.18%
+10,500
RBRK icon
64
Rubrik
RBRK
$14.1B
$517K 0.18%
5,775
+1,575
NVG icon
65
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.69B
$508K 0.18%
42,550
+11,300
BP icon
66
BP
BP
$93.4B
$501K 0.18%
16,753
CELH icon
67
Celsius Holdings
CELH
$11B
$501K 0.18%
+10,800
DSL
68
DoubleLine Income Solutions Fund
DSL
$1.32B
$496K 0.17%
40,550
+6,435
AFRM icon
69
Affirm
AFRM
$23.3B
$465K 0.16%
6,725
-1,750
NLY icon
70
Annaly Capital Management
NLY
$14.8B
$464K 0.16%
+24,648
UPST icon
71
Upstart Holdings
UPST
$3.77B
$427K 0.15%
6,600
-1,570
AAPL icon
72
Apple
AAPL
$4.03T
$412K 0.15%
2,006
-820
BIL icon
73
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42B
$404K 0.14%
+4,401
OPRA
74
Opera Ltd
OPRA
$1.21B
$397K 0.14%
21,000
+10,510
TEAM icon
75
Atlassian
TEAM
$39.9B
$325K 0.11%
+1,600
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