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
$267M
AUM Growth
+$9.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$3.04M
2
+$2.91M
3
+$1.91M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.81M
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$1.75M

Top Sells

1
+$904K
2
+$654K
3
+$466K
4
AAPL icon
Apple
AAPL
+$316K
5
IBM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$818K 0.31%
3,690
-97
27
$817K 0.31%
4,295
-1,000
28
$755K 0.28%
73,133
29
$753K 0.28%
3,775
30
$679K 0.25%
2,732
-1,000
31
$675K 0.25%
3,626
+220
32
$661K 0.25%
2,557
33
$622K 0.23%
1,697
34
$602K 0.23%
5,699
35
$580K 0.22%
4,496
36
$559K 0.21%
+2,636
37
$558K 0.21%
6,165
38
$556K 0.21%
3,221
+779
39
$543K 0.2%
2,799
40
$510K 0.19%
1,088
41
$506K 0.19%
2,417
+6
42
$479K 0.18%
3,100
43
$422K 0.16%
8,635
+1,399
44
$389K 0.15%
4,762
+1,094
45
$367K 0.14%
388
46
$341K 0.13%
+1,693
47
$336K 0.13%
547
48
$335K 0.13%
1,245
49
$328K 0.12%
+1,223
50
$322K 0.12%
+4,902
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