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
$250M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$804K
3
+$683K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$544K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$524K

Top Sells

1
+$314K
2
+$205K
3
+$104K
4
NVDA icon
NVIDIA
NVDA
+$82.9K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$75.4K

Sector Composition

1 Technology 7.9%
2 Communication Services 2.34%
3 Consumer Discretionary 1.34%
4 Financials 0.57%
5 Healthcare 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$898K 0.36%
3,787
27
$836K 0.33%
73,133
28
$834K 0.33%
3,775
29
$693K 0.28%
2,628
30
$688K 0.27%
1,697
31
$684K 0.27%
3,406
+21
32
$661K 0.26%
2,992
33
$605K 0.24%
5,699
34
$601K 0.24%
6,165
35
$576K 0.23%
4,496
36
$554K 0.22%
2,799
37
$531K 0.21%
1,088
38
$514K 0.21%
3,100
39
$496K 0.2%
2,511
40
$475K 0.19%
+765
41
$426K 0.17%
2,442
-5
42
$364K 0.15%
7,236
43
$353K 0.14%
1,300
44
$346K 0.14%
390
45
$331K 0.13%
5,118
46
$323K 0.13%
1,600
47
$313K 0.12%
4,233
+9
48
$309K 0.12%
3,668
49
$293K 0.12%
515
50
$241K 0.1%
524
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