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
$201M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$852K
2
+$710K
3
+$682K
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$651K
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$480K

Top Sells

1
+$489K
2
+$409K
3
+$399K
4
VB icon
Vanguard Small-Cap ETF
VB
+$300K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$158K

Sector Composition

1 Technology 5.07%
2 Communication Services 1.5%
3 Consumer Discretionary 1.17%
4 Financials 0.44%
5 Healthcare 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$222K 0.11%
555
52
$200K 0.1%
3,966
1 2
3