LW

Libra Wealth Portfolio holdings

AUM $357M
1-Year Est. Return 16.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$333M
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$2.41M
3
+$1.71M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.64M
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$1.38M

Top Sells

1
+$3.87M
2
+$681K
3
+$518K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$214K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$212K

Sector Composition

1 Technology 8.16%
2 Communication Services 2.76%
3 Consumer Discretionary 1.19%
4 Financials 0.57%
5 Healthcare 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TEAM icon
51
Atlassian
TEAM
$24.9B
$403K 0.12%
2,521
-115
VXUS icon
52
Vanguard Total International Stock ETF
VXUS
$130B
$400K 0.12%
5,440
+322
VWO icon
53
Vanguard FTSE Emerging Markets ETF
VWO
$113B
$397K 0.12%
7,333
INTU icon
54
Intuit
INTU
$123B
$377K 0.11%
552
-21
BNDX icon
55
Vanguard Total International Bond ETF
BNDX
$74.7B
$358K 0.11%
7,236
BRK.B icon
56
Berkshire Hathaway Class B
BRK.B
$1.1T
$356K 0.11%
709
+119
AMAT icon
57
Applied Materials
AMAT
$256B
$328K 0.1%
1,600
COST icon
58
Costco
COST
$444B
$321K 0.1%
347
-63
MDY icon
59
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$25.5B
$307K 0.09%
515
IXUS icon
60
iShares Core MSCI Total International Stock ETF
IXUS
$55.6B
$288K 0.09%
3,485
CSCO icon
61
Cisco
CSCO
$335B
$279K 0.08%
4,083
-261
CRM icon
62
Salesforce
CRM
$179B
$277K 0.08%
1,167
-41
DE icon
63
Deere & Co
DE
$158B
$254K 0.08%
555
MUB icon
64
iShares National Muni Bond ETF
MUB
$42.2B
$249K 0.07%
2,339
-235
RSP icon
65
Invesco S&P 500 Equal Weight ETF
RSP
$84.7B
$237K 0.07%
1,251
SCHD icon
66
Schwab US Dividend Equity ETF
SCHD
$82.7B
$233K 0.07%
8,526
VYMI icon
67
Vanguard International High Dividend Yield ETF
VYMI
$16.3B
$214K 0.06%
2,525
CNXC icon
68
Concentrix
CNXC
$2.46B
$212K 0.06%
4,584
CHPT icon
69
ChargePoint
CHPT
$144M
– –
-2,500
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