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
$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
ADI icon
51
Analog Devices
ADI
$115B
$405K 0.13%
1,703
+10
AXP icon
52
American Express
AXP
$248B
$400K 0.13%
1,255
+10
IWY icon
53
iShares Russell Top 200 Growth ETF
IWY
$16.6B
$376K 0.12%
+1,525
VWO icon
54
Vanguard FTSE Emerging Markets ETF
VWO
$103B
$363K 0.12%
7,333
+916
BNDX icon
55
Vanguard Total International Bond ETF
BNDX
$69.8B
$358K 0.12%
7,236
-1,399
VXUS icon
56
Vanguard Total International Stock ETF
VXUS
$108B
$354K 0.12%
5,118
CRM icon
57
Salesforce
CRM
$248B
$329K 0.11%
1,208
-15
CSCO icon
58
Cisco
CSCO
$288B
$301K 0.1%
4,344
+378
AMAT icon
59
Applied Materials
AMAT
$186B
$293K 0.1%
1,600
MDY icon
60
SPDR S&P MidCap 400 ETF Trust
MDY
$23.9B
$292K 0.1%
515
BRK.B icon
61
Berkshire Hathaway Class B
BRK.B
$1.03T
$287K 0.09%
590
+66
DE icon
62
Deere & Co
DE
$125B
$282K 0.09%
555
IXUS icon
63
iShares Core MSCI Total International Stock ETF
IXUS
$50.4B
$269K 0.09%
3,485
MUB icon
64
iShares National Muni Bond ETF
MUB
$40.3B
$269K 0.09%
+2,574
CNXC icon
65
Concentrix
CNXC
$2.51B
$242K 0.08%
+4,584
RSP icon
66
Invesco S&P 500 Equal Weight ETF
RSP
$73.9B
$227K 0.07%
+1,251
SCHD icon
67
Schwab US Dividend Equity ETF
SCHD
$69.9B
$226K 0.07%
+8,526
VYMI icon
68
Vanguard International High Dividend Yield ETF
VYMI
$12.4B
$202K 0.07%
+2,525
CHPT icon
69
ChargePoint
CHPT
$252M
$35.2K 0.01%
2,500
GBIL icon
70
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$6.28B
– –
-2,054
SGOV icon
71
iShares 0-3 Month Treasury Bond ETF
SGOV
$57.7B
– –
-2,158
SPYM
72
State Street SPDR Portfolio S&P 500 ETF
SPYM
$90.7B
– –
-4,902
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