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
$172M
AUM Growth
-$3.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$387K
2
+$214K
3
+$214K
4
BIO icon
Bio-Rad Laboratories Class A
BIO
+$213K
5
CSCO icon
Cisco
CSCO
+$207K

Top Sells

1
+$263M
2
+$157M
3
+$1.31M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.29M
5
TSLA icon
Tesla
TSLA
+$746K

Sector Composition

1 Technology 4.64%
2 Consumer Discretionary 1.28%
3 Communication Services 1.26%
4 Financials 0.43%
5 Healthcare 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$617K 0.36%
5,891
-286
27
$605K 0.35%
2,867
28
$537K 0.31%
3,385
29
$527K 0.31%
73,133
30
$512K 0.3%
6,165
31
$501K 0.29%
1,697
32
$481K 0.28%
3,021
33
$474K 0.28%
4,496
34
$392K 0.23%
2,992
35
$377K 0.22%
6,823
36
$354K 0.21%
7,236
37
$349K 0.2%
1,088
38
$322K 0.19%
3,100
39
$277K 0.16%
3,861
+41
40
$268K 0.16%
1,939
-853
41
$244K 0.14%
3,554
42
$236K 0.14%
515
43
$232K 0.13%
1,508
44
$229K 0.13%
555
45
$214K 0.12%
+1,300
46
$214K 0.12%
+2,060
47
$213K 0.12%
+445
48
$207K 0.12%
+3,966
49
$202K 0.12%
+2,012
50
– –
-9,076
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