LW

Libra Wealth Portfolio holdings

AUM $357M
1-Year Est. Return 16.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$306M
AUM Growth
+$39.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$4.12M
2
+$4.1M
3
+$2.81M
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$2.73M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$2.14M

Top Sells

1
+$3.74M
2
+$1.72M
3
+$1.64M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$676K
5
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$345K

Sector Composition

1 Technology 8.97%
2 Communication Services 3.05%
3 Consumer Discretionary 1.1%
4 Financials 0.51%
5 Healthcare 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.08M 0.35%
4,911
+616
27
$954K 0.31%
5,398
+2,177
28
$911K 0.3%
3,844
+154
29
$880K 0.29%
73,133
30
$829K 0.27%
2,812
+80
31
$815K 0.27%
3,775
32
$716K 0.23%
2,557
33
$707K 0.23%
3,627
+1
34
$649K 0.21%
1,770
+73
35
$647K 0.21%
1,172
+84
36
$622K 0.2%
+4,133
37
$606K 0.2%
5,699
38
$599K 0.2%
4,496
39
$573K 0.19%
2,799
40
$573K 0.19%
3,250
+150
41
$556K 0.18%
+8,271
42
$549K 0.18%
6,165
43
$549K 0.18%
6,149
+1,387
44
$535K 0.18%
2,636
45
$500K 0.16%
3,950
+1,950
46
$480K 0.16%
+3,544
47
$463K 0.15%
2,492
+75
48
$454K 0.15%
615
+134
49
$451K 0.15%
573
+26
50
$406K 0.13%
410
+22
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