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
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$8.95M
2
+$5.47M
3
+$3.78M
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$2.22M
5
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$1.39M

Top Sells

1
+$2.2M
2
+$1.45M
3
+$1.2M
4
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$856K
5
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$668K

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$614K 0.4%
2,871
+1,684
27
$539K 0.35%
2,867
+744
28
$494K 0.32%
6,165
+2,695
29
$485K 0.31%
+3,385
30
$474K 0.31%
2,035
+1,198
31
$468K 0.3%
1,697
32
$427K 0.27%
+4,496
33
$423K 0.27%
895
+352
34
$421K 0.27%
3,135
+75
35
$387K 0.25%
+1,448
36
$376K 0.24%
3,162
+170
37
$366K 0.24%
+8,002
38
$345K 0.22%
+7,236
39
$297K 0.19%
3,100
-40
40
$239K 0.15%
1,939
-853
41
$226K 0.15%
+9,076
42
$207K 0.13%
+515
43
$205K 0.13%
3,651
-21,401
44
$204K 0.13%
1,508
45
$200K 0.13%
+600
46
– –
-10,847
47
– –
-445
48
– –
-20,685
49
– –
-2,180
50
– –
-6,000
1
2