LBWM

Left Brain Wealth Management Portfolio holdings

AUM $289M
1-Year Est. Return 40.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$284M
AUM Growth
+$54.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$6.19M
2
+$4.81M
3
+$4.35M
4
HOOD icon
Robinhood
HOOD
+$4.19M
5
MCK icon
McKesson
MCK
+$3.52M

Top Sells

1
+$6.54M
2
+$5.48M
3
+$4.91M
4
PLTR icon
Palantir
PLTR
+$4.03M
5
TTD icon
Trade Desk
TTD
+$3.91M

Sector Composition

1 Technology 37.18%
2 Communication Services 15.85%
3 Financials 12.12%
4 Consumer Discretionary 8.98%
5 Industrials 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.4M 8.23%
147,802
-51,933
2
$17.2M 6.04%
23,237
+480
3
$15.5M 5.46%
115,610
+1,260
4
$12.9M 4.54%
94,423
-34,402
5
$11.4M 4.03%
13,797
+142
6
$10.2M 3.58%
44,887
+4,667
7
$9.66M 3.4%
18,964
+816
8
$8.35M 2.94%
81,605
+8,788
9
$8.16M 2.88%
87,195
+70,770
10
$7.45M 2.62%
33,935
+192
11
$7.23M 2.55%
77,527
-585
12
$7.1M 2.5%
27,574
+748
13
$7.07M 2.49%
25,650
+4,940
14
$7.04M 2.48%
144,150
-785
15
$6.18M 2.18%
21,331
+15,120
16
$6.18M 2.18%
30,050
+3,460
17
$6.11M 2.15%
+26,686
18
$6.05M 2.13%
12,155
+220
19
$5.87M 2.07%
2,245
+2,058
20
$5.39M 1.9%
15,171
-32
21
$5.35M 1.88%
5,402
+161
22
$5.24M 1.85%
14,972
+5,500
23
$5.19M 1.83%
284,068
+5,174
24
$5.15M 1.81%
17,473
-191
25
$3.85M 1.36%
11,643
-115
1
2 3 4 5