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
$201M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$877K
2
+$765K
3
+$762K
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$683K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$500K

Top Sells

1
+$526K
2
+$446K
3
+$444K
4
VB icon
Vanguard Small-Cap ETF
VB
+$332K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$169K

Sector Composition

1 Technology 5.07%
2 Communication Services 1.5%
3 Consumer Discretionary 1.17%
4 Financials 0.44%
5 Healthcare 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$696K 0.35%
4,580
-2,920
27
$639K 0.32%
73,133
28
$609K 0.3%
3,385
29
$601K 0.3%
5,699
30
$588K 0.29%
1,697
31
$567K 0.28%
6,413
+248
32
$502K 0.25%
4,496
33
$489K 0.24%
2,992
34
$477K 0.24%
2,799
+1,059
35
$446K 0.22%
1,088
36
$437K 0.22%
2,821
-200
37
$433K 0.22%
3,100
38
$396K 0.2%
2,649
-437
39
$395K 0.2%
6,823
40
$357K 0.18%
7,236
41
$318K 0.16%
4,210
42
$290K 0.14%
2,060
43
$275K 0.14%
5,560
44
$275K 0.14%
+3,554
45
$261K 0.13%
515
46
$259K 0.13%
1,600
47
$257K 0.13%
390
48
$244K 0.12%
+1,300
49
$242K 0.12%
1,259
50
$230K 0.11%
7,187
-172
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2
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