LW
Libra Wealth Portfolio holdings
AUM
$306M
This Quarter Return
+7.18%
1 Year Return
+14.83%
3 Year Return
+44.46%
5 Year Return
–
10 Year Return
–
AUM
$228M
AUM Growth
+$228M
(+13%)
Cap. Flow
+$17M
Cap. Flow
% of AUM
7.45%
Top 10 Holdings %
Top 10 Hldgs %
74.93%
Holding
56
New
4
Increased
15
Reduced
16
Closed
1
Top Buys
| 1 |
Samsara
IOT
|
$8.15M |
| 2 |
NVIDIA
NVDA
|
$4.53M |
| 3 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$2.06M |
| 4 |
Avantis US Small Cap Value ETF
AVUV
|
$812K |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$685K |
Top Sells
| 1 |
Schwab International Equity ETF
SCHF
|
$523K |
| 2 |
Schwab US Broad Market ETF
SCHB
|
$356K |
| 3 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$322K |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$248K |
| 5 |
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% |
