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
$181M
AUM Growth
-$2.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$8.64M
2
+$720K
3
+$492K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$306K
5
VB icon
Vanguard Small-Cap ETF
VB
+$300K

Top Sells

1
+$6.27M
2
+$237K
3
+$226K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$225K
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$103K

Sector Composition

1 Technology 4.82%
2 Consumer Discretionary 1.41%
3 Communication Services 1.36%
4 Healthcare 0.25%
5 Financials 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$597K 0.33%
2,867
27
$586K 0.32%
5,699
28
$540K 0.3%
3,385
29
$513K 0.28%
1,697
30
$466K 0.26%
6,165
31
$465K 0.26%
4,496
32
$450K 0.25%
3,021
33
$446K 0.25%
73,133
34
$426K 0.24%
3,086
+1,290
35
$420K 0.23%
2,992
36
$406K 0.22%
3,100
37
$390K 0.22%
1,088
38
$365K 0.2%
6,823
39
$346K 0.19%
7,236
40
$291K 0.16%
4,210
41
$272K 0.15%
1,740
+232
42
$272K 0.15%
2,060
43
$242K 0.13%
5,560
44
$235K 0.13%
515
45
$223K 0.12%
7,359
-605
46
$222K 0.12%
1,600
47
$220K 0.12%
390
48
$213K 0.12%
3,966
49
$209K 0.12%
555
50
$206K 0.11%
1,259
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