LBWM

Left Brain Wealth Management Portfolio holdings

AUM $284M
1-Year Est. Return 53.92%
This Quarter Est. Return
1 Year Est. Return
+53.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$164M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$1.52M
3
+$1.19M
4
SMCI icon
Super Micro Computer
SMCI
+$1.15M
5
SCHW icon
Charles Schwab
SCHW
+$1.11M

Top Sells

1
+$2.89M
2
+$1.74M
3
+$1.44M
4
CINF icon
Cincinnati Financial
CINF
+$1.07M
5
WMB icon
Williams Companies
WMB
+$904K

Sector Composition

1 Technology 33.91%
2 Healthcare 14.29%
3 Communication Services 10.63%
4 Consumer Discretionary 10.19%
5 Energy 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.56M 5.83%
89,163
-13,390
2
$8.99M 5.49%
212,630
+1,800
3
$7.81M 4.77%
29,842
+67
4
$7.67M 4.68%
39,548
-654
5
$6.75M 4.12%
23,524
+2,127
6
$6.26M 3.82%
81,056
+48,410
7
$5.84M 3.56%
148,865
-6,459
8
$5.35M 3.26%
143,170
+1,222
9
$4.65M 2.84%
10,109
-243
10
$4.47M 2.73%
89,829
+2,895
11
$4.19M 2.56%
9,513
+1,355
12
$3.96M 2.41%
8,234
-178
13
$3.82M 2.33%
13,601
-211
14
$3.68M 2.25%
28,842
+260
15
$3.46M 2.11%
10,151
+1,725
16
$3.45M 2.11%
34,876
-564
17
$3.44M 2.1%
14,495
-27
18
$3.31M 2.02%
18,794
+2,424
19
$3.11M 1.9%
364,697
-9,826
20
$2.91M 1.77%
5,401
-280
21
$2.74M 1.67%
108,092
-9,697
22
$2.57M 1.57%
4,568
+266
23
$2.57M 1.57%
173,376
+8,295
24
$2.36M 1.44%
12,288
-1,025
25
$2.35M 1.44%
22,197
+549
1
2 3 4