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
$355M
AUM Growth
-$2.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$1.88M
3
+$1.46M
4
FBTC icon
Fidelity Wise Origin Bitcoin Fund
FBTC
+$1.08M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$969K

Top Sells

1
+$1.21M
2
+$1.1M
3
+$619K
4
TEAM icon
Atlassian
TEAM
+$355K
5
CRM icon
Salesforce
CRM
+$241K

Sector Composition

1 Technology 6.76%
2 Communication Services 2.37%
3 Financials 1.06%
4 Consumer Discretionary 0.94%
5 Healthcare 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AXP icon
51
American Express
AXP
$214B
$380K 0.11%
1,255
VWO icon
52
Vanguard FTSE Emerging Markets ETF
VWO
$122B
$351K 0.1%
6,489
-844
BNDX icon
53
Vanguard Total International Bond ETF
BNDX
$78.7B
$348K 0.1%
7,236
CSCO icon
54
Cisco
CSCO
$457B
$318K 0.09%
4,104
+21
MDY icon
55
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.4B
$318K 0.09%
515
DE icon
56
Deere & Co
DE
$156B
$313K 0.09%
555
IXUS icon
57
iShares Core MSCI Total International Stock ETF
IXUS
$57.7B
$302K 0.09%
3,485
BSV icon
58
Vanguard Short-Term Bond ETF
BSV
$44.5B
$274K 0.08%
3,496
+887
BRK.B icon
59
Berkshire Hathaway Class B
BRK.B
$1.05T
$269K 0.08%
561
-139
COST icon
60
Costco
COST
$460B
$249K 0.07%
250
-57
RSP icon
61
Invesco S&P 500 Equal Weight ETF
RSP
$87.6B
$240K 0.07%
1,251
INTU icon
62
Intuit
INTU
$105B
$240K 0.07%
554
+2
VYMI icon
63
Vanguard International High Dividend Yield ETF
VYMI
$19.3B
$238K 0.07%
2,525
JNJ icon
64
Johnson & Johnson
JNJ
$555B
$232K 0.07%
+948
META icon
65
Meta Platforms (Facebook)
META
$1.57T
$210K 0.06%
367
-79
SMLV icon
66
State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
$235M
$201K 0.06%
+1,463
CRM icon
67
Salesforce
CRM
$137B
– –
-908
IWB icon
68
iShares Russell 1000 ETF
IWB
$48B
– –
-538
TEAM icon
69
Atlassian
TEAM
$20.5B
– –
-2,189
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