LW
Libra Wealth Portfolio holdings
AUM
$306M
This Quarter Return
+6.26%
1 Year Return
+14.83%
3 Year Return
+44.46%
5 Year Return
–
10 Year Return
–
AUM
$172M
AUM Growth
+$172M
(-95%)
Cap. Flow
-$424M
Cap. Flow
% of AUM
-245.97%
Top 10 Holdings %
Top 10 Hldgs %
80.33%
Holding
52
New
5
Increased
6
Reduced
12
Closed
3
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$387K |
| 2 |
American Express
AXP
|
$214K |
| 3 |
Alphabet (Google) Class C
GOOG
|
$214K |
| 4 |
Bio-Rad Laboratories Class A
BIO
|
$213K |
| 5 |
Cisco
CSCO
|
$207K |
Top Sells
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
SPDR SSGA US Small Cap Low Volatility Index ETF
SMLV
$206M
| – | – |
-1,463
| Closed | -$157M |
|
52
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$54.4B
| – | – |
-16,948
| Closed | -$1.31M |
|