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
$172M
AUM Growth
-$3.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$387K
2 +$214K
3 +$214K
4
BIO icon
Bio-Rad Laboratories Class A
BIO
+$213K
5
CSCO icon
Cisco
CSCO
+$207K

Top Sells

1 +$263M
2 +$157M
3 +$1.31M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.29M
5
TSLA icon
Tesla
TSLA
+$746K

Sector Composition

1 Technology 4.64%
2 Consumer Discretionary 1.28%
3 Communication Services 1.26%
4 Financials 0.43%
5 Healthcare 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-1,463
52
-16,948