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
$231M
AUM Growth
+$2.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$1.75M
3
+$1.66M
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$1.41M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$722K

Top Sells

1
+$8.15M
2
+$1.17M
3
+$933K
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$641K
5
VB icon
Vanguard Small-Cap ETF
VB
+$352K

Sector Composition

1 Technology 8.06%
2 Communication Services 2.04%
3 Consumer Discretionary 1.23%
4 Financials 0.58%
5 Healthcare 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$213K 0.09%
+524
52
$207K 0.09%
555
53
$205K 0.09%
+1,012
54
– –
-2,867
55
– –
-7,187
56
– –
-8,120
57
– –
-215,578
58
– –
-2,502
1 2
3