LW
Libra Wealth Portfolio holdings
AUM
$306M
This Quarter Return
-5.09%
1 Year Return
+14.83%
3 Year Return
+44.46%
5 Year Return
–
10 Year Return
–
AUM
$155M
AUM Growth
+$155M
(+11%)
Cap. Flow
+$23.8M
Cap. Flow
% of AUM
15.29%
Top 10 Holdings %
Top 10 Hldgs %
80.43%
Holding
50
New
9
Increased
21
Reduced
6
Closed
5
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$8.95M |
| 2 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$5.47M |
| 3 |
Schwab International Equity ETF
SCHF
|
$3.78M |
| 4 |
Avantis Emerging Markets Equity ETF
AVEM
|
$2.22M |
| 5 |
Vanguard ESG International Stock ETF
VSGX
|
$1.39M |
Top Sells
Sector Composition
| 1 | Technology | 2.64% |
| 2 | Consumer Discretionary | 1.36% |
| 3 | Communication Services | 1.07% |
| 4 | Consumer Staples | 0.27% |
| 5 | Healthcare | 0.27% |
