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Libra Wealth Portfolio holdings
AUM
$391M
1-Year Est. Return
18.18%
This Fund
S&P 500
This Quarter
Est. Return
+3.83%
1 Year Est. Return
+18.18%
3 Year Est. Return
+58.15%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$155M
AUM Growth
–
Cap. Flow
+$144M
Cap. Flow
% of AUM
92.75%
Top 10 Holdings %
Top 10 Hldgs %
95.04%
Holding
28
New
28
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Total World Bond ETF
BNDW
|
+$51.7M |
| 2 |
Vanguard Morningstar Value ETF
VTV
|
+$22.3M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$16.7M |
| 4 |
Dimensional US Targeted Value ETF
DFAT
|
+$14.3M |
| 5 |
Schwab International Equity ETF
SCHF
|
+$11.1M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Communication Services | 2.98% |
| 2 | Technology | 2.71% |
| 3 | Consumer Discretionary | 1.6% |
| 4 | Healthcare | 0.51% |
| 5 | Consumer Staples | 0.26% |
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Libra Wealth's Q4 2021 Portfolio in Review
Q4 2021 is the first quarter with a 13F filing on record for Libra Wealth, which disclosed 28 positions worth $155M. Its ten largest holdings account for 95% of the portfolio.
Its largest position is Vanguard Total World Bond ETF: 649,541 shares worth $43.2M.
By sector, the portfolio is most concentrated in Communication Services at 3% of assets, followed by Technology and Consumer Discretionary.
- Libra Wealth's largest Q4 2021 buy was Vanguard Total World Bond ETF: 649,541 shares worth $43.2M.
- Libra Wealth's ten largest holdings make up 95% of its $155M portfolio in Q4 2021.
- Libra Wealth disclosed 28 positions in Q4 2021, its first 13F filing on record.
Based on Libra Wealth's 13F filing for Q4 2021, filed 28 Apr 2022.