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
$357M
AUM Growth
+$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$5.07M
2
+$4.5M
3
+$3.55M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$2.69M
5
FBTC icon
Fidelity Wise Origin Bitcoin Fund
FBTC
+$2.06M

Top Sells

1
+$1.11M
2
+$464K
3
+$417K
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$415K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$249K

Sector Composition

1 Technology 7.72%
2 Communication Services 2.42%
3 Financials 1.65%
4 Consumer Discretionary 1.1%
5 Healthcare 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ADI icon
51
Analog Devices
ADI
$157B
$409K 0.11%
1,508
-185
VWO icon
52
Vanguard FTSE Emerging Markets ETF
VWO
$113B
$394K 0.11%
7,333
INTU icon
53
Intuit
INTU
$123B
$366K 0.1%
552
TEAM icon
54
Atlassian
TEAM
$24.9B
$355K 0.1%
2,189
-332
BRK.B icon
55
Berkshire Hathaway Class B
BRK.B
$1.1T
$352K 0.1%
700
-9
BNDX icon
56
Vanguard Total International Bond ETF
BNDX
$74.7B
$350K 0.1%
7,236
CSCO icon
57
Cisco
CSCO
$335B
$315K 0.09%
4,083
MDY icon
58
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$25.5B
$311K 0.09%
515
IXUS icon
59
iShares Core MSCI Total International Stock ETF
IXUS
$55.6B
$295K 0.08%
3,485
META icon
60
Meta Platforms (Facebook)
META
$1.67T
$294K 0.08%
446
-165
COST icon
61
Costco
COST
$444B
$265K 0.07%
307
-40
DE icon
62
Deere & Co
DE
$158B
$258K 0.07%
555
CRM icon
63
Salesforce
CRM
$179B
$241K 0.07%
908
-259
RSP icon
64
Invesco S&P 500 Equal Weight ETF
RSP
$84.7B
$240K 0.07%
1,251
VYMI icon
65
Vanguard International High Dividend Yield ETF
VYMI
$16.3B
$227K 0.06%
2,525
BSV icon
66
Vanguard Short-Term Bond ETF
BSV
$42.5B
$206K 0.06%
+2,609
IWB icon
67
iShares Russell 1000 ETF
IWB
$46.6B
$201K 0.06%
+538
CNXC icon
68
Concentrix
CNXC
$2.46B
– –
-4,584
IWY icon
69
iShares Russell Top 200 Growth ETF
IWY
$15.8B
– –
-1,525
LC icon
70
LendingClub
LC
$1.95B
– –
-73,133
MUB icon
71
iShares National Muni Bond ETF
MUB
$42.2B
– –
-2,339
SCHD icon
72
Schwab US Dividend Equity ETF
SCHD
$82.7B
– –
-8,526
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