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
$229M
AUM Growth
-$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$4.16M
2
+$4.06M
3
+$3.73M
4
APO icon
Apollo Global Management
APO
+$2.19M
5
SHOP icon
Shopify
SHOP
+$607K

Top Sells

1
+$8.63M
2
+$3.6M
3
+$3.42M
4
APP icon
Applovin
APP
+$2.35M
5
NVDA icon
NVIDIA
NVDA
+$991K

Sector Composition

1 Technology 41.81%
2 Communication Services 14.21%
3 Financials 12.68%
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