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
$231M
AUM Growth
+$2.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$1.75M
3
+$1.66M
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$1.41M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$722K

Top Sells

1
+$8.15M
2
+$1.17M
3
+$933K
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$641K
5
VB icon
Vanguard Small-Cap ETF
VB
+$352K

Sector Composition

1 Technology 8.06%
2 Communication Services 2.04%
3 Consumer Discretionary 1.23%
4 Financials 0.58%
5 Healthcare 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$636K 0.28%
2,628
-45
27
$619K 0.27%
73,133
28
$618K 0.27%
3,385
29
$596K 0.26%
5,699
30
$584K 0.25%
1,697
31
$565K 0.24%
3,100
32
$561K 0.24%
3,061
+1,001
33
$533K 0.23%
4,496
34
$521K 0.23%
1,088
35
$517K 0.22%
2,992
36
$516K 0.22%
6,165
-257
37
$511K 0.22%
2,799
-232
38
$431K 0.19%
2,511
39
$429K 0.19%
8,183
+1,892
40
$393K 0.17%
2,447
-117
41
$378K 0.16%
1,600
42
$352K 0.15%
7,236
43
$331K 0.14%
390
44
$309K 0.13%
5,118
45
$301K 0.13%
1,300
46
$293K 0.13%
+4,224
47
$289K 0.13%
3,668
-542
48
$276K 0.12%
515
49
$229K 0.1%
3,554
50
$226K 0.1%
1,000
1
2
3