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
$284M
AUM Growth
+$54.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$6.19M
2
+$4.81M
3
+$4.35M
4
HOOD icon
Robinhood
HOOD
+$4.19M
5
MCK icon
McKesson
MCK
+$3.52M

Top Sells

1
+$6.54M
2
+$5.48M
3
+$4.91M
4
PLTR icon
Palantir
PLTR
+$4.03M
5
TTD icon
Trade Desk
TTD
+$3.91M

Sector Composition

1 Technology 37.18%
2 Communication Services 15.85%
3 Financials 12.12%
4 Consumer Discretionary 8.98%
5 Industrials 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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104
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107
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108
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109
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110
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-3,000
111
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112
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5