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
$257M
AUM Growth
+$6.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$2.57M
2
+$1.81M
3
+$1.72M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.34M
5
FBTC icon
Fidelity Wise Origin Bitcoin Fund
FBTC
+$1.31M

Top Sells

1
+$447K
2
+$423K
3
+$374K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$362K
5
AAPL icon
Apple
AAPL
+$328K

Sector Composition

1 Technology 7.79%
2 Communication Services 2.51%
3 Consumer Discretionary 1.51%
4 Financials 0.7%
5 Healthcare 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$910K 0.35%
3,787
27
$834K 0.32%
3,775
28
$820K 0.32%
3,732
+740
29
$757K 0.29%
3,974
-2,221
30
$675K 0.26%
2,557
-71
31
$675K 0.26%
3,406
32
$660K 0.26%
1,697
33
$601K 0.23%
5,699
34
$587K 0.23%
3,100
35
$574K 0.22%
4,496
36
$556K 0.22%
1,088
37
$549K 0.21%
6,165
38
$548K 0.21%
2,799
39
$428K 0.17%
2,411
-100
40
$413K 0.16%
2,442
41
$370K 0.14%
1,245
-55
42
$356K 0.14%
388
-2
43
$355K 0.14%
7,236
44
$344K 0.13%
547
-218
45
$302K 0.12%
5,118
46
$293K 0.11%
515
47
$279K 0.11%
3,668
48
$260K 0.1%
1,600
49
$238K 0.09%
524
50
$235K 0.09%
555
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