LBWM
Left Brain Wealth Management Portfolio holdings
AUM
$319M
1-Year Est. Return
70.58%
1 Year Est. Return
+70.58%
AUM
$284M
AUM Growth
+$54.7M
(+24%)
Holding
115
Top Buys
| 1 | +$6.63M | |
| 2 | +$6.11M | |
| 3 | +$5.38M | |
| 4 |
Chubb
CB
|
+$4.38M |
| 5 |
McKesson
MCK
|
+$3.66M |
Top Sells
| 1 | +$8.2M | |
| 2 | +$5.48M | |
| 3 | +$4.91M | |
| 4 |
Palantir
PLTR
|
+$4.69M |
| 5 |
Trade Desk
TTD
|
+$4.4M |
Sector Composition
| 1 | Technology | 37.35% |
| 2 | Communication Services | 15.85% |
| 3 | Financials | 11.96% |
| 4 | Consumer Discretionary | 8.98% |
| 5 | Industrials | 8.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
DocuSign
DOCU
$11.4B
| – | – |
-13,364
|
|
||
102
HubSpot
HUBS
$16.3B
| – | – |
-3,817
|
|
||
103
Interactive Brokers
IBKR
$32.7B
| – | – |
-81,376
|
|
||
104
Eli Lilly
LLY
$929B
| – | – |
-4,617
|
|
||
105
Medical Properties Trust
MPW
$3.13B
| – | – |
-20,000
|
|
||
106
Okta
OKTA
$15.9B
| – | – |
-32,683
|
|
||
107
Pure Storage
PSTG
$24.1B
| – | – |
-110,823
|
|
||
108
Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
$1.38B
| – | – |
-9,082
|
|
||
109
SFL Corp
SFL
$1.1B
| – | – |
-47,035
|
|
||
110
Toll Brothers
TOL
$13.9B
| – | – |
-3,000
|
|
||
111
GE Vernova
GEV
$185B
| – | – |
-6,572
|
|
||
|
XYZ
112
Block Inc
XYZ
$40.1B
| – | – |
-52,136
|
|