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
$147M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$5.85M
2
+$5.14M
3
+$3.59M
4
V icon
Visa
V
+$3.38M
5
TDOC icon
Teladoc Health
TDOC
+$3.12M

Top Sells

1
+$5.01M
2
+$4.87M
3
+$4.46M
4
AMGN icon
Amgen
AMGN
+$3.14M
5
TRV icon
Travelers Companies
TRV
+$2.83M

Sector Composition

1 Technology 27.22%
2 Healthcare 16.68%
3 Energy 11.11%
4 Financials 10.35%
5 Consumer Discretionary 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$192K 0.13%
10,375
77
$90.4K 0.06%
11,075
-2,950
78
– –
-13,000
79
– –
-6,108
80
– –
-38,691
81
– –
-13,616
82
– –
-14,926
83
– –
-17,543
84
– –
-16,978
85
– –
-15,076
1 2 3
4