LBWM

Left Brain Wealth Management Portfolio holdings

AUM $255M
1-Year Est. Return 49.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+49.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$319M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.58M
3
+$1.5M
4
APP icon
Applovin
APP
+$1.08M
5
ARE icon
Alexandria Real Estate Equities
ARE
+$667K

Top Sells

1
+$2.39M
2
+$1.88M
3
+$1.22M
4
UNH icon
UnitedHealth
UNH
+$1.09M
5
SEZL
Sezzle
SEZL
+$592K

Sector Composition

1 Technology 39.5%
2 Communication Services 16.6%
3 Financials 12.25%
4 Industrials 8.85%
5 Consumer Discretionary 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$937K 0.29%
16,300
+5,500
52
$925K 0.29%
8,980
-249
53
$870K 0.27%
1,306
54
$857K 0.27%
4,375
+1,675
55
$735K 0.23%
1,522
+55
56
$732K 0.23%
+3,100
57
$709K 0.22%
+770
58
$694K 0.22%
+8,325
59
$659K 0.21%
53,680
+13,130
60
$659K 0.21%
+6,200
61
$634K 0.2%
2,739
-1,006
62
$629K 0.2%
+7,500
63
$610K 0.19%
29,890
+20,095
64
$607K 0.19%
10,700
+200
65
$578K 0.18%
4,940
-1,600
66
$577K 0.18%
16,753
67
$557K 0.17%
+6,075
68
$531K 0.17%
1,651
-381
69
$523K 0.16%
42,550
70
$521K 0.16%
1,036
-53
71
$517K 0.16%
1,832
-129
72
$513K 0.16%
25,800
+10,000
73
$511K 0.16%
2,006
74
$492K 0.15%
14,725
+5,500
75
$491K 0.15%
6,725
1 2
3
4 5