LW
Libra Wealth Portfolio holdings
AUM
$306M
This Quarter Return
+5.66%
1 Year Return
+14.83%
3 Year Return
+44.46%
5 Year Return
–
10 Year Return
–
AUM
$250M
AUM Growth
+$250M
(+8.4%)
Cap. Flow
+$6.53M
Cap. Flow
% of AUM
2.61%
Top 10 Holdings %
Top 10 Hldgs %
76.04%
Holding
58
New
5
Increased
16
Reduced
8
Closed
1
Top Buys
Top Sells
| 1 |
Dimensional US Targeted Value ETF
DFAT
|
$314K |
| 2 |
JPMorgan Chase
JPM
|
$205K |
| 3 |
Microsoft
MSFT
|
$104K |
| 4 |
NVIDIA
NVDA
|
$82.9K |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
XYZ
51
Block, Inc.
XYZ
$48.5B
| $239K | 0.1% |
3,554
| – | – |
|
52
Deere & Co
DE
$129B
| $232K | 0.09% |
555
| – | – |
|
53
Technology Select Sector SPDR Fund
XLK
$83.9B
| $226K | 0.09% |
1,000
| – | – |
|
54
Verizon
VZ
$186B
| $218K | 0.09% |
+4,862
| New | +$218K |
|
55
Impinj
PI
$5.45B
| $217K | 0.09% |
+1,000
| New | +$217K |
|
56
Cisco
CSCO
$274B
| $211K | 0.08% |
+3,966
| New | +$211K |
|
57
ChargePoint
CHPT
$263M
| $68.5K | 0.03% |
+50,000
| New | +$68.5K |
|
|
58
JPMorgan Chase
JPM
$829B
| – | – |
-1,012
| Closed | -$205K |
|