LBWM
Left Brain Wealth Management Portfolio holdings
AUM
$289M
1-Year Est. Return
40.17%
This Fund
S&P 500
1 Year Est. Return
+40.17%
AUM
$319M
AUM Growth
+$34.8M
(+12%)
Holding
110
Top Buys
| 1 | +$1.82M | |
| 2 | +$1.58M | |
| 3 | +$1.5M | |
| 4 |
Applovin
APP
|
+$1.08M |
| 5 |
Alexandria Real Estate Equities
ARE
|
+$667K |
Top Sells
| 1 | +$2.39M | |
| 2 | +$1.88M | |
| 3 | +$1.22M | |
| 4 |
UnitedHealth
UNH
|
+$1.09M |
| 5 |
Sezzle
SEZL
|
+$592K |
Sector Composition
| 1 | Technology | 39.5% |
| 2 | Communication Services | 16.6% |
| 3 | Financials | 12.25% |
| 4 | Industrials | 8.85% |
| 5 | Consumer Discretionary | 7.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Atlassian
TEAM
$18B
| – | – |
-1,600
|
|
||
102
Trade Desk
TTD
$10.5B
| – | – |
-26,070
|
|
||
103
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$49.8B
| – | – |
-4,401
|
|
||
104
Chipotle Mexican Grill
CMG
$43.2B
| – | – |
-42,647
|
|
||
105
LPL Financial
LPLA
$23.5B
| – | – |
-591
|
|
||
106
monday.com
MNDY
$3.5B
| – | – |
-1,870
|
|
||
107
Upstart Holdings
UPST
$2.43B
| – | – |
-6,600
|
|