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
$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
YOU icon
101
Clear Secure
YOU
$3B
-22,100
ZETA icon
102
Zeta Global
ZETA
$4.24B
-22,600
ZS icon
103
Zscaler
ZS
$47.5B
-2,656