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
$183M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$3.7M
2
+$2.56M
3
+$1.9M
4
TSLA icon
Tesla
TSLA
+$731K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$563K

Top Sells

1
+$1.64M
2
+$1.24M
3
+$910K
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$426K
5
BIO icon
Bio-Rad Laboratories Class A
BIO
+$213K

Sector Composition

1 Technology 5.32%
2 Communication Services 1.48%
3 Consumer Discretionary 1.46%
4 Financials 0.51%
5 Healthcare 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$713K 0.39%
73,133
27
$631K 0.34%
2,867
28
$593K 0.32%
5,699
-192
29
$560K 0.31%
3,385
30
$527K 0.29%
1,697
31
$515K 0.28%
6,165
32
$477K 0.26%
4,496
33
$407K 0.22%
3,021
34
$402K 0.22%
1,088
35
$400K 0.22%
2,992
36
$383K 0.21%
6,823
37
$371K 0.2%
3,100
38
$354K 0.19%
7,236
39
$307K 0.17%
4,210
+349
40
$255K 0.14%
1,796
-143
41
$252K 0.14%
+7,964
42
$249K 0.14%
2,060
43
$247K 0.13%
515
44
$245K 0.13%
1,508
45
$237K 0.13%
3,554
46
$235K 0.13%
+5,560
47
$231K 0.13%
+1,600
48
$226K 0.12%
1,300
49
$225K 0.12%
555
50
$219K 0.12%
+1,259
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