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

Top Buys

1
+$379K
2
+$216K
3
+$208K
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$202K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$199K

Top Sells

1
+$263M
2
+$157M
3
+$1.31M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.2M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$563K

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
1 2
3