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
$181M
AUM Growth
-$2.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$8.64M
2
+$720K
3
+$492K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$306K
5
VB icon
Vanguard Small-Cap ETF
VB
+$300K

Top Sells

1
+$6.27M
2
+$237K
3
+$226K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$225K
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$103K

Sector Composition

1 Technology 4.82%
2 Consumer Discretionary 1.41%
3 Communication Services 1.36%
4 Healthcare 0.25%
5 Financials 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-1,300
52
– –
-3,554
1 2
3