LBWM

Left Brain Wealth Management Portfolio holdings

AUM $255M
1-Year Est. Return 49.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+49.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$319M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.58M
3
+$1.5M
4
APP icon
Applovin
APP
+$1.08M
5
ARE icon
Alexandria Real Estate Equities
ARE
+$667K

Top Sells

1
+$2.39M
2
+$1.88M
3
+$1.22M
4
UNH icon
UnitedHealth
UNH
+$1.09M
5
SEZL
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
– –
-1,500
102
– –
-3,300
103
– –
-1,417
104
– –
-1,600
105
– –
-26,070
106
– –
-6,600
107
– –
-4,401
1 2 3 4
5