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
$140M
AUM Growth
-$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$22.9M
2
+$21.9M
3
+$16.2M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$7.41M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$6.61M

Top Sells

1
+$45.5M
2
+$33.9M
3
+$22.3M
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$5.81M
5
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$3.72M

Sector Composition

1 Technology 2.57%
2 Consumer Discretionary 1.46%
3 Communication Services 1.16%
4 Healthcare 0.49%
5 Consumer Staples 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$465K 0.33%
1,697
27
$422K 0.3%
2,992
-9
28
$418K 0.3%
+2,123
29
$368K 0.26%
+2,792
30
$342K 0.24%
+3,140
31
$316K 0.23%
+3,470
32
$288K 0.21%
5,867
-75,686
33
$265K 0.19%
+1,187
34
$260K 0.19%
543
-147
35
$259K 0.19%
+1,472
36
$238K 0.17%
2,180
-3,060
37
$220K 0.16%
+445
38
$216K 0.15%
1,508
39
$215K 0.15%
837
40
$106K 0.08%
10,847
41
$53K 0.04%
6,000
42
– –
-1,600
43
– –
-500
44
– –
-687,099
45
– –
-3,966
46
– –
-600
47
– –
-5,667
48
– –
-22,643
49
– –
-4,905
50
– –
-1,143
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2
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