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
$207M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$6.6M
2
+$4.41M
3
+$4.12M
4
XYZ
Block Inc
XYZ
+$3.75M
5
ANET icon
Arista Networks
ANET
+$3.2M

Top Sells

1
+$7.3M
2
+$6.22M
3
+$4.44M
4
PANW icon
Palo Alto Networks
PANW
+$4.24M
5
SPLK
Splunk Inc
SPLK
+$3.37M

Sector Composition

1 Technology 43.16%
2 Communication Services 13.5%
3 Financials 8.61%
4 Healthcare 8.31%
5 Consumer Staples 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-9,787
77
– –
-5,914
78
– –
-28,730
79
– –
-11,950
80
– –
-29,377
81
– –
-22,126
1 2 3
4