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
$207M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$6.6M
2
+$4.41M
3
+$4.12M
4
XYZ
Block Inc
XYZ
+$3.75M
5
ANET icon
Arista Networks
ANET
+$3.2M

Top Sells

1
+$7.3M
2
+$6.22M
3
+$4.44M
4
PANW icon
Palo Alto Networks
PANW
+$4.24M
5
SPLK
Splunk Inc
SPLK
+$3.37M

Sector Composition

1 Technology 43.16%
2 Communication Services 13.5%
3 Financials 8.61%
4 Healthcare 8.31%
5 Consumer Staples 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.9M 9.14%
208,920
-1,560
2
$16.1M 7.8%
159,400
+65,340
3
$11.3M 5.49%
23,343
-27
4
$9.46M 4.58%
81,346
-3,897
5
$7.58M 3.67%
91,417
+732
6
$7.05M 3.42%
80,690
-677
7
$6.61M 3.2%
139,380
-4,459
8
$6.52M 3.16%
10,735
+23
9
$5.81M 2.81%
111,784
+55,208
10
$5M 2.42%
64,950
+4,716
11
$4.86M 2.35%
67,072
+44,132
12
$4.81M 2.33%
13,256
+15
13
$4.73M 2.29%
11,250
+465
14
$4.68M 2.27%
14,601
+5,411
15
$4.66M 2.26%
59,437
+33,027
16
$4.41M 2.14%
+31,509
17
$4.29M 2.08%
50,677
+44,376
18
$4.23M 2.05%
13,521
+5,286
19
$4.18M 2.02%
14,965
+346
20
$4.12M 1.99%
+39,333
21
$3.95M 1.91%
54,541
-226
22
$3.84M 1.86%
5,235
-21
23
$3.69M 1.79%
4,842
+182
24
$3.35M 1.62%
181,401
+16,580
25
$3.05M 1.48%
18,863
+470
1
2 3 4