LW

Libra Wealth Portfolio holdings

AUM $355M
1-Year Est. Return 17.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$355M
AUM Growth
-$2.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$1.88M
3
+$1.46M
4
FBTC icon
Fidelity Wise Origin Bitcoin Fund
FBTC
+$1.08M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$969K

Top Sells

1
+$1.21M
2
+$1.1M
3
+$619K
4
TEAM icon
Atlassian
TEAM
+$355K
5
CRM icon
Salesforce
CRM
+$241K

Sector Composition

1 Technology 6.76%
2 Communication Services 2.37%
3 Financials 1.06%
4 Consumer Discretionary 0.94%
5 Healthcare 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VUG icon
26
Vanguard Growth ETF
VUG
$228B
$1.29M 0.36%
17,766
VTV icon
27
Vanguard Value ETF
VTV
$175B
$1.08M 0.31%
5,518
VB icon
28
Vanguard Small-Cap ETF
VB
$77B
$995K 0.28%
3,797
-96
IWM icon
29
iShares Russell 2000 ETF
IWM
$79.4B
$936K 0.26%
3,775
AMZN icon
30
Amazon
AMZN
$2.88T
$892K 0.25%
4,285
-278
GOOGL icon
31
Alphabet (Google) Class A
GOOGL
$4.85T
$891K 0.25%
3,100
VO icon
32
Vanguard Mid-Cap ETF
VO
$100B
$769K 0.22%
10,708
VBR icon
33
Vanguard Small-Cap Value ETF
VBR
$34.8B
$756K 0.21%
3,479
-148
QQQ icon
34
Invesco QQQ Trust
QQQ
$473B
$747K 0.21%
1,294
-17
IBM icon
35
IBM
IBM
$206B
$682K 0.19%
2,812
VYM icon
36
Vanguard High Dividend Yield ETF
VYM
$77.6B
$656K 0.18%
4,429
-67
IUSG icon
37
iShares Core S&P US Growth ETF
IUSG
$32.2B
$641K 0.18%
4,133
VEU icon
38
Vanguard FTSE All-World ex-US ETF
VEU
$65.6B
$621K 0.18%
8,271
SUB icon
39
iShares Short-Term National Muni Bond ETF
SUB
$11.2B
$607K 0.17%
5,699
VIG icon
40
Vanguard Dividend Appreciation ETF
VIG
$107B
$602K 0.17%
2,799
ESGD icon
41
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.4B
$588K 0.17%
6,149
HD icon
42
Home Depot
HD
$303B
$572K 0.16%
1,740
AMAT icon
43
Applied Materials
AMAT
$352B
$547K 0.15%
1,600
VNQ icon
44
Vanguard Real Estate ETF
VNQ
$36.7B
$547K 0.15%
6,165
XLK icon
45
State Street Technology Select Sector SPDR ETF
XLK
$117B
$525K 0.15%
3,950
ABBV icon
46
AbbVie
ABBV
$373B
$519K 0.15%
2,386
ESGU icon
47
iShares ESG Aware MSCI USA ETF
ESGU
$17.3B
$501K 0.14%
3,544
ADI icon
48
Analog Devices
ADI
$209B
$480K 0.14%
1,508
CDNS icon
49
Cadence Design Systems
CDNS
$97.2B
$463K 0.13%
1,665
VXUS icon
50
Vanguard Total International Stock ETF
VXUS
$149B
$419K 0.12%
5,440
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