LW

Libra Wealth Portfolio holdings

AUM $355M
1-Year Est. Return 17.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$333M
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$2.34M
3
+$1.66M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.58M
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$1.31M

Top Sells

1
+$3.44M
2
+$666K
3
+$502K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$206K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$204K

Sector Composition

1 Technology 8.16%
2 Communication Services 2.76%
3 Consumer Discretionary 1.19%
4 Financials 0.57%
5 Healthcare 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.11M 0.33%
73,133
27
$1.01M 0.3%
4,604
-307
28
$1.01M 0.3%
5,398
29
$990K 0.3%
3,893
+49
30
$913K 0.27%
3,775
31
$793K 0.24%
2,812
32
$786K 0.24%
1,310
+138
33
$757K 0.23%
3,627
34
$754K 0.23%
3,100
-150
35
$751K 0.23%
10,228
36
$705K 0.21%
1,740
-30
37
$680K 0.2%
4,133
38
$634K 0.19%
4,496
39
$609K 0.18%
5,699
40
$604K 0.18%
2,799
41
$590K 0.18%
8,271
42
$577K 0.17%
2,492
43
$572K 0.17%
6,149
44
$564K 0.17%
6,165
45
$557K 0.17%
3,950
46
$516K 0.15%
3,544
47
$449K 0.13%
611
-4
48
$417K 0.13%
1,525
49
$417K 0.13%
1,255
50
$416K 0.12%
1,693
-10
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2
3