LBWM
Left Brain Wealth Management Portfolio holdings
AUM
$284M
This Quarter Return
+31.38%
1 Year Return
+53.92%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$284M
AUM Growth
+$284M
(+24%)
Cap. Flow
+$5.27M
Cap. Flow
% of AUM
1.86%
Top 10 Holdings %
Top 10 Hldgs %
43.71%
Holding
115
New
26
Increased
40
Reduced
22
Closed
19
Top Buys
| 1 |
Robinhood
HOOD
|
$6.63M |
| 2 |
Waste Management
WM
|
$6.11M |
| 3 |
Mercado Libre
MELI
|
$5.38M |
| 4 |
Chubb
CB
|
$4.38M |
| 5 |
McKesson
MCK
|
$3.66M |
Top Sells
| 1 |
NVIDIA
NVDA
|
$8.2M |
| 2 |
Apollo Global Management
APO
|
$5.48M |
| 3 |
Pure Storage
PSTG
|
$4.91M |
| 4 |
Palantir
PLTR
|
$4.69M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Walmart
WMT
$781B
| $902K | 0.32% |
9,229
+830
| +10% | +$81.2K |
|
52
Duolingo
DUOL
$13.3B
| $833K | 0.29% |
2,032
+553
| +37% | +$227K |
|
53
SPDR S&P 500 ETF Trust
SPY
$653B
| $807K | 0.28% |
1,306
| – | – |
|
54
AbbVie
ABBV
$374B
| $695K | 0.24% |
3,745
-225
| -6% | -$41.8K |
|
55
iShares Russell 1000 Growth ETF
IWF
$115B
| $694K | 0.24% |
1,635
| – | – |
|
56
Reddit
RDDT
$41.2B
| $688K | 0.24% |
4,570
+2,570
| +129% | +$387K |
|
57
CyberArk
CYBR
$22.8B
| $597K | 0.21% |
1,467
-133
| -8% | -$54.1K |
|
58
Sezzle
SEZL
$3.08B
| $592K | 0.21% |
+3,300
| New | +$592K |
|
59
monday.com
MNDY
$9.66B
| $588K | 0.21% |
1,870
+735
| +65% | +$231K |
|
60
Vertiv
VRT
$47.4B
| $587K | 0.21% |
+4,575
| New | +$587K |
|
61
Amgen
AMGN
$154B
| $548K | 0.19% |
1,961
-176
| -8% | -$49.1K |
|
62
Berkshire Hathaway Class B
BRK.B
$1.08T
| $529K | 0.19% |
1,089
+171
| +19% | +$83.1K |
|
63
Hims & Hers Health
HIMS
$9.39B
| $523K | 0.18% |
+10,500
| New | +$523K |
|
64
Rubrik
RBRK
$17B
| $517K | 0.18% |
5,775
+1,575
| +38% | +$141K |
|
65
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.52B
| $508K | 0.18% |
42,550
+11,300
| +36% | +$135K |
|
66
BP
BP
$90.8B
| $501K | 0.18% |
16,753
| – | – |
|
67
Celsius Holdings
CELH
$15.8B
| $501K | 0.18% |
+10,800
| New | +$501K |
|
|
DSL
68
DoubleLine Income Solutions Fund
DSL
$1.42B
| $496K | 0.17% |
40,550
+6,435
| +19% | +$78.8K |
|
69
Affirm
AFRM
$26.8B
| $465K | 0.16% |
6,725
-1,750
| -21% | -$121K |
|
70
Annaly Capital Management
NLY
$13.5B
| $464K | 0.16% |
+24,648
| New | +$464K |
|
71
Upstart Holdings
UPST
$6.66B
| $427K | 0.15% |
6,600
-1,570
| -19% | -$102K |
|
72
Apple
AAPL
$3.41T
| $412K | 0.15% |
2,006
-820
| -29% | -$168K |
|
73
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$41.9B
| $404K | 0.14% |
+4,401
| New | +$404K |
|
|
OPRA
74
Opera Ltd
OPRA
$1.44B
| $397K | 0.14% |
21,000
+10,510
| +100% | +$199K |
|
75
Atlassian
TEAM
$45.3B
| $325K | 0.11% |
+1,600
| New | +$325K |
|