LW
Libra Wealth Portfolio holdings
AUM
$306M
This Quarter Return
+10.01%
1 Year Return
+14.83%
3 Year Return
+44.46%
5 Year Return
–
10 Year Return
–
AUM
$201M
AUM Growth
+$20.6M
(+11%)
Cap. Flow
+$2.99M
Cap. Flow
% of AUM
1.48%
Top 10 Holdings %
Top 10 Hldgs %
78.29%
Holding
52
New
2
Increased
11
Reduced
14
Closed
–
Top Buys
Top Sells
| 1 |
Schwab US Broad Market ETF
SCHB
|
$526K |
| 2 |
Dimensional US Targeted Value ETF
DFAT
|
$446K |
| 3 |
Amazon
AMZN
|
$444K |
| 4 |
Vanguard Small-Cap ETF
VB
|
$332K |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$169K |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Deere & Co
DE
$127B
| $222K | 0.11% |
555
| – | – |
|
52
Cisco
CSCO
$268B
| $200K | 0.1% |
3,966
| – | – |
|