LW
Libra Wealth Portfolio holdings
AUM
$306M
This Quarter Return
-2.04%
1 Year Return
+14.83%
3 Year Return
+44.46%
5 Year Return
–
10 Year Return
–
AUM
$267M
AUM Growth
+$267M
(+3.6%)
Cap. Flow
+$16.2M
Cap. Flow
% of AUM
6.07%
Top 10 Holdings %
Top 10 Hldgs %
76.28%
Holding
63
New
10
Increased
18
Reduced
12
Closed
–
Top Buys
| 1 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$3.04M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$2.91M |
| 3 |
Avantis US Small Cap Value ETF
AVUV
|
$1.91M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.81M |
| 5 |
Avantis Emerging Markets Equity ETF
AVEM
|
$1.75M |
Top Sells
| 1 |
Schwab Intermediately-Term US Treasury ETF
SCHR
|
$904K |
| 2 |
Fidelity Wise Origin Bitcoin Fund
FBTC
|
$654K |
| 3 |
Netflix
NFLX
|
$466K |
| 4 |
Apple
AAPL
|
$316K |
| 5 |
IBM
IBM
|
$249K |
Sector Composition
| 1 | Technology | 7.52% |
| 2 | Communication Services | 2.48% |
| 3 | Consumer Discretionary | 1.05% |
| 4 | Financials | 0.51% |
| 5 | Healthcare | 0.19% |
