LW

Libra Wealth Portfolio holdings

AUM $306M
1-Year Est. Return 14.83%
This Quarter Est. Return
1 Year Est. Return
+14.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$175M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$33.9M
2
+$31.9M
3
+$8.01M
4
BNDW icon
Vanguard Total World Bond ETF
BNDW
+$2.49M
5
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$1.12M

Top Sells

1
+$36.8M
2
+$15.7M
3
+$4.71M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$1.07M
5
BIO icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$45.5M 26.1%
687,099
+37,558
2
$33.9M 19.4%
+151,345
3
$31.9M 18.27%
+2,095,707
4
$15.1M 8.66%
324,515
+19,928
5
$10.9M 6.27%
227,773
-98,079
6
$8.01M 4.59%
+131,081
7
$6.09M 3.49%
81,553
-14,331
8
$3.99M 2.29%
45,096
+2,643
9
$3.76M 2.16%
21,548
+3,000
10
$2.61M 1.5%
5,777
11
$2.25M 1.29%
6,007
12
$1.31M 0.75%
3,639
13
$1.15M 0.66%
7,080
14
$1.12M 0.64%
+3,651
15
$868K 0.5%
22,643
+13,274
16
$730K 0.42%
5,240
17
$508K 0.29%
+1,697
18
$496K 0.28%
3,060
19
$464K 0.27%
6,521
+3,000
20
$415K 0.24%
1,143
21
$398K 0.23%
690
22
$390K 0.22%
3,001
23
$282K 0.16%
+500
24
$274K 0.16%
5,667
+47
25
$258K 0.15%
+837
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