LW

Libra Wealth Portfolio holdings

AUM $333M
1-Year Est. Return 16.02%
This Quarter Est. Return
1 Year Est. Return
+16.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$228M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Sells

1 +$523K
2 +$356K
3 +$322K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$248K
5
CSCO icon
Cisco
CSCO
+$200K

Sector Composition

1 Technology 10.05%
2 Communication Services 1.6%
3 Consumer Discretionary 1.11%
4 Financials 0.41%
5 Healthcare 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$252K 0.11%
+2,502
52
$232K 0.1%
7,187
53
$228K 0.1%
555
54
$208K 0.09%
1,000
-259
55
$203K 0.09%
+2,867
56
-3,966