LW

Libra Wealth Portfolio holdings

AUM $355M
1-Year Est. Return 17.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.36%
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
+$3.61M
2
+$2.34M
3
+$1.66M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.58M
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$1.31M

Top Sells

1
+$3.44M
2
+$666K
3
+$502K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$206K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$204K

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
51
$403K 0.12%
2,521
-115
52
$400K 0.12%
5,440
+322
53
$397K 0.12%
7,333
54
$377K 0.11%
552
-21
55
$358K 0.11%
7,236
56
$356K 0.11%
709
+119
57
$328K 0.1%
1,600
58
$321K 0.1%
347
-63
59
$307K 0.09%
515
60
$288K 0.09%
3,485
61
$279K 0.08%
4,083
-261
62
$277K 0.08%
1,167
-41
63
$254K 0.08%
555
64
$249K 0.07%
2,339
-235
65
$237K 0.07%
1,251
66
$233K 0.07%
8,526
67
$214K 0.06%
2,525
68
$212K 0.06%
4,584
69
– –
-2,500
1 2
3