LW
Libra Wealth Portfolio holdings
AUM
$306M
1-Year Est. Return
14.83%
1 Year Est. Return
+14.83%
AUM
$267M
AUM Growth
+$9.35M
(+3.6%)
Holding
63
Top Buys
| 1 | +$3.04M | |
| 2 | +$2.91M | |
| 3 | +$1.91M | |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$1.81M |
| 5 |
Avantis Emerging Markets Equity ETF
AVEM
|
+$1.75M |
Top Sells
| 1 | +$904K | |
| 2 | +$654K | |
| 3 | +$466K | |
| 4 |
Apple
AAPL
|
+$316K |
| 5 |
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
Vanguard Total International Stock ETF
VXUS
$108B
| $318K | 0.12% |
5,118
|
|
||
52
Vanguard FTSE Emerging Markets ETF
VWO
$103B
| $290K | 0.11% |
+6,417
|
|
||
53
Berkshire Hathaway Class B
BRK.B
$1.03T
| $279K | 0.1% |
524
|
|
||
54
Meta Platforms (Facebook)
META
$1.63T
| $277K | 0.1% |
+481
|
|
||
55
SPDR S&P MidCap 400 ETF Trust
MDY
$23.9B
| $275K | 0.1% |
515
|
|
||
56
Deere & Co
DE
$125B
| $260K | 0.1% |
555
|
|
||
57
Cisco
CSCO
$288B
| $245K | 0.09% |
3,966
|
|
||
58
iShares Core MSCI Total International Stock ETF
IXUS
$50.4B
| $243K | 0.09% |
+3,485
|
|
||
59
Applied Materials
AMAT
$186B
| $232K | 0.09% |
1,600
|
|
||
60
iShares 0-3 Month Treasury Bond ETF
SGOV
$57.7B
| $217K | 0.08% |
+2,158
|
|
||
61
Technology Select Sector SPDR Fund
XLK
$98.9B
| $206K | 0.08% |
1,000
|
|
||
62
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$6.28B
| $206K | 0.08% |
+2,054
|
|
||
63
ChargePoint
CHPT
$252M
| $30.3K | 0.01% |
2,500
|
|