LW

Libra Wealth Portfolio holdings

AUM $333M
1-Year Est. Return 16.02%
This Quarter Est. Return
1 Year Est. Return
+16.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$175M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$33.9M
2
+$31.9M
3
+$8.01M
4
BNDW icon
Vanguard Total World Bond ETF
BNDW
+$2.49M
5
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$1.12M

Top Sells

1
+$36.8M
2
+$15.7M
3
+$4.71M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$1.07M
5
BIO icon
Bio-Rad Laboratories Class A
BIO
+$378K

Sector Composition

1 Technology 2.91%
2 Communication Services 1.71%
3 Consumer Discretionary 1.7%
4 Healthcare 0.45%
5 Consumer Staples 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$250K 0.14%
+600
27
$244K 0.14%
+1,508
28
$243K 0.14%
1,300
29
$243K 0.14%
4,905
30
$225K 0.13%
1,904
31
$221K 0.13%
+3,966
32
$211K 0.12%
1,600
33
$121K 0.07%
10,847
34
$60K 0.03%
6,000
35
– –
-500
36
– –
-564,900
37
– –
-4,948
38
– –
-156,012
1
2