LW
Libra Wealth Portfolio holdings
AUM
$306M
This Quarter Return
+10.41%
1 Year Return
+14.83%
3 Year Return
+44.46%
5 Year Return
–
10 Year Return
–
AUM
$306M
AUM Growth
+$306M
(+15%)
Cap. Flow
+$13.7M
Cap. Flow
% of AUM
4.47%
Top 10 Holdings %
Top 10 Hldgs %
74.21%
Holding
72
New
9
Increased
33
Reduced
11
Closed
3
Top Buys
| 1 |
Schwab US Broad Market ETF
SCHB
|
$4.12M |
| 2 |
Schwab International Equity ETF
SCHF
|
$4.1M |
| 3 |
Apple
AAPL
|
$2.81M |
| 4 |
Dimensional US Targeted Value ETF
DFAT
|
$2.73M |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$2.14M |
Top Sells
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$3.74M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$1.72M |
| 3 |
Avantis Emerging Markets Equity ETF
AVEM
|
$1.64M |
| 4 |
Avantis US Small Cap Value ETF
AVUV
|
$676K |
| 5 |
Vanguard ESG US Stock ETF
ESGV
|
$345K |
Sector Composition
| 1 | Technology | 8.97% |
| 2 | Communication Services | 3.05% |
| 3 | Consumer Discretionary | 1.1% |
| 4 | Financials | 0.51% |
| 5 | Healthcare | 0.15% |
