LW

Libra Wealth Portfolio holdings

AUM $306M
1-Year Est. Return 14.83%
This Quarter Est. Return
1 Year Est. Return
+14.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$183M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$3.7M
2
+$2.56M
3
+$1.9M
4
TSLA icon
Tesla
TSLA
+$731K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$563K

Top Sells

1
+$1.64M
2
+$1.24M
3
+$910K
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$426K
5
BIO icon
Bio-Rad Laboratories Class A
BIO
+$213K

Sector Composition

1 Technology 5.32%
2 Communication Services 1.48%
3 Consumer Discretionary 1.46%
4 Financials 0.51%
5 Healthcare 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$210K 0.11%
+390
52
$205K 0.11%
3,966
53
– –
-445
54
– –
-2,012
1 2
3