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
$164M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$1.52M
3
+$1.19M
4
SMCI icon
Super Micro Computer
SMCI
+$1.15M
5
SCHW icon
Charles Schwab
SCHW
+$1.11M

Top Sells

1
+$2.89M
2
+$1.74M
3
+$1.44M
4
CINF icon
Cincinnati Financial
CINF
+$1.07M
5
WMB icon
Williams Companies
WMB
+$904K

Sector Composition

1 Technology 33.91%
2 Healthcare 14.29%
3 Communication Services 10.63%
4 Consumer Discretionary 10.19%
5 Energy 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$212K 0.13%
+10,060
77
$193K 0.12%
+11,635
78
$155K 0.09%
16,600
-8,600
79
$96.1K 0.06%
10,275
-800
80
– –
-10,375
81
– –
-11,347
82
– –
-6,799
83
– –
-879
84
– –
-2,733
85
– –
-4,624
86
– –
-402
87
– –
-29,868
1 2 3
4