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
$257M
AUM Growth
+$6.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$2.57M
2
+$1.81M
3
+$1.72M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.34M
5
FBTC icon
Fidelity Wise Origin Bitcoin Fund
FBTC
+$1.31M

Top Sells

1
+$447K
2
+$423K
3
+$374K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$362K
5
AAPL icon
Apple
AAPL
+$328K

Sector Composition

1 Technology 7.79%
2 Communication Services 2.51%
3 Consumer Discretionary 1.51%
4 Financials 0.7%
5 Healthcare 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$235K 0.09%
3,966
52
$233K 0.09%
1,000
53
$53.5K 0.02%
2,500
54
– –
-4,233
55
– –
-1,000
56
– –
-4,862
57
– –
-3,554
1 2
3