LBWM

Left Brain Wealth Management Portfolio holdings

AUM $289M
1-Year Est. Return 40.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$215M
AUM Growth
+$828K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$3.68M
2 +$3.52M
3 +$1.11M
4
BKNG icon
Booking.com
BKNG
+$257K
5
ARCC icon
Ares Capital
ARCC
+$238K

Top Sells

1 +$13.1M
2 +$607K
3 +$476K
4
CNC icon
Centene
CNC
+$197K
5
ABBV icon
AbbVie
ABBV
+$130K

Sector Composition

1 Technology 40.5%
2 Communication Services 14.22%
3 Financials 9.27%
4 Healthcare 7.91%
5 Consumer Discretionary 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-2,886
77
-160,050