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
$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
VB icon
26
Vanguard Small-Cap ETF
VB
$67.4B
$818K 0.31%
3,690
-97
AMZN icon
27
Amazon
AMZN
$2.61T
$817K 0.31%
4,295
-1,000
LC icon
28
LendingClub
LC
$2.01B
$755K 0.28%
73,133
IWM icon
29
iShares Russell 2000 ETF
IWM
$70.7B
$753K 0.28%
3,775
IBM icon
30
IBM
IBM
$287B
$679K 0.25%
2,732
-1,000
VBR icon
31
Vanguard Small-Cap Value ETF
VBR
$31.1B
$675K 0.25%
3,626
+220
VO icon
32
Vanguard Mid-Cap ETF
VO
$88B
$661K 0.25%
2,557
HD icon
33
Home Depot
HD
$378B
$622K 0.23%
1,697
SUB icon
34
iShares Short-Term National Muni Bond ETF
SUB
$10.2B
$602K 0.23%
5,699
VYM icon
35
Vanguard High Dividend Yield ETF
VYM
$65.1B
$580K 0.22%
4,496
TEAM icon
36
Atlassian
TEAM
$44.6B
$559K 0.21%
+2,636
VNQ icon
37
Vanguard Real Estate ETF
VNQ
$33.4B
$558K 0.21%
6,165
VTV icon
38
Vanguard Value ETF
VTV
$147B
$556K 0.21%
3,221
+779
VIG icon
39
Vanguard Dividend Appreciation ETF
VIG
$98.5B
$543K 0.2%
2,799
QQQ icon
40
Invesco QQQ Trust
QQQ
$400B
$510K 0.19%
1,088
ABBV icon
41
AbbVie
ABBV
$385B
$506K 0.19%
2,417
+6
GOOGL icon
42
Alphabet (Google) Class A
GOOGL
$3.39T
$479K 0.18%
3,100
BNDX icon
43
Vanguard Total International Bond ETF
BNDX
$69.8B
$422K 0.16%
8,635
+1,399
ESGD icon
44
iShares ESG Aware MSCI EAFE ETF
ESGD
$10.3B
$389K 0.15%
4,762
+1,094
COST icon
45
Costco
COST
$404B
$367K 0.14%
388
ADI icon
46
Analog Devices
ADI
$115B
$341K 0.13%
+1,693
INTU icon
47
Intuit
INTU
$186B
$336K 0.13%
547
AXP icon
48
American Express
AXP
$248B
$335K 0.13%
1,245
CRM icon
49
Salesforce
CRM
$248B
$328K 0.12%
+1,223
SPYM
50
State Street SPDR Portfolio S&P 500 ETF
SPYM
$90.7B
$322K 0.12%
+4,902
1
2
3