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
$228M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$8.15M
2
+$4.53M
3
+$2.06M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$812K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$685K

Top Sells

1
+$523K
2
+$356K
3
+$322K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$248K
5
CSCO icon
Cisco
CSCO
+$200K

Sector Composition

1 Technology 10.05%
2 Communication Services 1.6%
3 Consumer Discretionary 1.11%
4 Financials 0.41%
5 Healthcare 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$868K 0.38%
4,938
+597
27
$794K 0.35%
3,775
-104
28
$668K 0.29%
2,673
-564
29
$651K 0.29%
1,697
30
$650K 0.28%
3,385
31
$643K 0.28%
73,133
32
$597K 0.26%
5,699
33
$571K 0.25%
2,992
34
$555K 0.24%
6,422
+9
35
$549K 0.24%
3,031
+232
36
$544K 0.24%
4,496
37
$483K 0.21%
1,088
38
$468K 0.21%
3,100
39
$457K 0.2%
2,511
-310
40
$418K 0.18%
2,564
-85
41
$390K 0.17%
+6,291
42
$356K 0.16%
7,236
43
$336K 0.15%
4,210
44
$330K 0.14%
1,600
45
$314K 0.14%
2,060
46
$309K 0.14%
5,118
-1,705
47
$301K 0.13%
3,554
48
$296K 0.13%
1,300
49
$287K 0.13%
515
50
$286K 0.13%
390
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