LW
Libra Wealth Portfolio holdings
AUM
$306M
This Quarter Return
-5.45%
1 Year Return
+14.83%
3 Year Return
+44.46%
5 Year Return
–
10 Year Return
–
AUM
$175M
AUM Growth
+$175M
(+13%)
Cap. Flow
+$22.7M
Cap. Flow
% of AUM
12.98%
Top 10 Holdings %
Top 10 Hldgs %
92.7%
Holding
38
New
10
Increased
7
Reduced
2
Closed
4
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$33.9M |
| 2 |
Schwab US Broad Market ETF
SCHB
|
$31.9M |
| 3 |
Avantis Emerging Markets Equity ETF
AVEM
|
$8.01M |
| 4 |
Vanguard Total World Bond ETF
BNDW
|
$2.49M |
| 5 |
Vanguard Consumer Discretionary ETF
VCR
|
$1.12M |
Top Sells
| 1 |
Vanguard Value ETF
VTV
|
$36.8M |
| 2 |
Schwab International Equity ETF
SCHF
|
$15.7M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$4.71M |
| 4 |
Vanguard ESG International Stock ETF
VSGX
|
$1.07M |
| 5 |
Bio-Rad Laboratories Class A
BIO
|
$378K |
Sector Composition
| 1 | Technology | 2.91% |
| 2 | Communication Services | 1.71% |
| 3 | Consumer Discretionary | 1.7% |
| 4 | Healthcare | 0.45% |
| 5 | Consumer Staples | 0.23% |
