LW

Libra Wealth Portfolio holdings

AUM $333M
1-Year Est. Return 16.02%
This Quarter Est. Return
1 Year Est. Return
+16.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$140M
AUM Growth
-$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$22.9M
2
+$21.9M
3
+$16.2M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$7.41M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$6.61M

Top Sells

1
+$45.5M
2
+$33.9M
3
+$22.3M
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$5.81M
5
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$3.72M

Sector Composition

1 Technology 2.57%
2 Consumer Discretionary 1.46%
3 Communication Services 1.16%
4 Healthcare 0.49%
5 Consumer Staples 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-1,143
52
– –
-6,521
53
– –
-3,651
54
– –
-151,345
55
– –
-1,904
1 2
3