LW

Libra Wealth Portfolio holdings

AUM $306M
1-Year Est. Return 14.83%
This Quarter Est. Return
1 Year Est. Return
+14.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$155M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$43.2M
2 +$36.8M
3 +$16.5M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$15.7M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$14.4M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 2.98%
2 Technology 2.71%
3 Consumer Discretionary 1.6%
4 Healthcare 0.51%
5 Consumer Staples 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$213K 0.14%
+1,300
27
$132K 0.09%
+10,847
28
$62K 0.04%
+6,000