LBWM

Left Brain Wealth Management Portfolio holdings

AUM $319M
1-Year Est. Return 70.58%
This Quarter Est. Return
1 Year Est. Return
+70.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$229M
AUM Growth
-$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$3.55M
3
+$3.11M
4
APO icon
Apollo Global Management
APO
+$1.95M
5
CYBR icon
CyberArk
CYBR
+$541K

Top Sells

1
+$8.63M
2
+$3.6M
3
+$3.42M
4
APP icon
Applovin
APP
+$1.8M
5
CRWD icon
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
– –
-22,100
102
– –
-22,600
103
– –
-2,656
1 2 3 4
5