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
$250M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$804K
3
+$683K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$544K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$524K

Top Sells

1
+$314K
2
+$205K
3
+$104K
4
NVDA icon
NVIDIA
NVDA
+$82.9K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$75.4K

Sector Composition

1 Technology 7.9%
2 Communication Services 2.34%
3 Consumer Discretionary 1.34%
4 Financials 0.57%
5 Healthcare 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$239K 0.1%
3,554
52
$232K 0.09%
555
53
$226K 0.09%
1,000
54
$218K 0.09%
+4,862
55
$217K 0.09%
+1,000
56
$211K 0.08%
+3,966
57
$68.5K 0.03%
+2,500
58
– –
-1,012
1 2
3