LW

Libra Wealth Portfolio holdings

AUM $333M
1-Year Est. Return 16.02%
This Quarter Est. Return
1 Year Est. Return
+16.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$267M
AUM Growth
+$9.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$3.04M
2
+$2.91M
3
+$1.91M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.81M
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$1.75M

Top Sells

1
+$904K
2
+$654K
3
+$466K
4
AAPL icon
Apple
AAPL
+$316K
5
IBM icon
IBM
IBM
+$249K

Sector Composition

1 Technology 7.52%
2 Communication Services 2.48%
3 Consumer Discretionary 1.05%
4 Financials 0.51%
5 Healthcare 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$318K 0.12%
5,118
52
$290K 0.11%
+6,417
53
$279K 0.1%
524
54
$277K 0.1%
+481
55
$275K 0.1%
515
56
$260K 0.1%
555
57
$245K 0.09%
3,966
58
$243K 0.09%
+3,485
59
$232K 0.09%
1,600
60
$217K 0.08%
+2,158
61
$206K 0.08%
1,000
62
$206K 0.08%
+2,054
63
$30.3K 0.01%
2,500
1 2
3