LBWM
Left Brain Wealth Management Portfolio holdings
AUM
$284M
1-Year Est. Return
53.92%
1 Year Est. Return
+53.92%
AUM
$229M
AUM Growth
-$35.6M
(-13%)
Holding
106
Top Buys
| 1 | +$4.13M | |
| 2 | +$3.55M | |
| 3 | +$3.11M | |
| 4 |
Apollo Global Management
APO
|
+$1.95M |
| 5 |
CyberArk
CYBR
|
+$541K |
Top Sells
| 1 | +$8.63M | |
| 2 | +$3.6M | |
| 3 | +$3.42M | |
| 4 |
Applovin
APP
|
+$1.8M |
| 5 |
CrowdStrike
CRWD
|
+$892K |
Sector Composition
| 1 | Technology | 41.97% |
| 2 | Communication Services | 14.21% |
| 3 | Financials | 12.51% |
| 4 | Consumer Discretionary | 8.73% |
| 5 | Industrials | 6.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Clear Secure
YOU
$3B
| – | – |
-22,100
|
|
||
102
Zeta Global
ZETA
$4.24B
| – | – |
-22,600
|
|
||
103
Zscaler
ZS
$47.5B
| – | – |
-2,656
|
|