LW
Libra Wealth Portfolio holdings
AUM
$306M
This Quarter Return
+0.49%
1 Year Return
+14.83%
3 Year Return
+44.46%
5 Year Return
–
10 Year Return
–
AUM
$257M
AUM Growth
+$257M
(+2.8%)
Cap. Flow
+$25.7M
Cap. Flow
% of AUM
9.99%
Top 10 Holdings %
Top 10 Hldgs %
75.7%
Holding
57
New
–
Increased
13
Reduced
14
Closed
4
Top Buys
Top Sells
| 1 |
Dimensional US Targeted Value ETF
DFAT
|
$447K |
| 2 |
Alphabet (Google) Class C
GOOG
|
$423K |
| 3 |
Amazon
AMZN
|
$374K |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$362K |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Cisco
CSCO
$274B
| $235K | 0.09% |
3,966
| – | – |
|
52
Technology Select Sector SPDR Fund
XLK
$83.9B
| $233K | 0.09% |
1,000
| – | – |
|
53
ChargePoint
CHPT
$263M
| $53.5K | 0.02% |
50,000
| – | – |
|
54
Avantis All Equity Markets ETF
AVGE
$596M
| – | – |
-4,233
| Closed | -$313K |
|
55
Impinj
PI
$5.45B
| – | – |
-1,000
| Closed | -$217K |
|
56
Verizon
VZ
$186B
| – | – |
-4,862
| Closed | -$218K |
|
|
XYZ
57
Block, Inc.
XYZ
$48.5B
| – | – |
-3,554
| Closed | -$239K |
|