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
$140M
AUM Growth
-$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$22.9M
2
+$21.9M
3
+$16.2M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$7.41M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$6.61M

Top Sells

1
+$45.5M
2
+$33.9M
3
+$22.3M
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$5.81M
5
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$3.72M

Sector Composition

1 Technology 2.57%
2 Consumer Discretionary 1.46%
3 Communication Services 1.16%
4 Healthcare 0.49%
5 Consumer Staples 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.9M 16.4%
+121,426
2
$21.9M 15.68%
+358,038
3
$16.2M 11.56%
+626,038
4
$11.9M 8.52%
291,682
+63,909
5
$11.6M 8.31%
288,657
-35,858
6
$8.59M 6.15%
583,338
-1,512,369
7
$7.41M 5.3%
+92,578
8
$6.61M 4.73%
+420,104
9
$3.67M 2.63%
+124,448
10
$3.52M 2.52%
+53,078
11
$3.37M 2.41%
40,165
-4,931
12
$2.95M 2.11%
21,548
13
$2.55M 1.83%
+48,313
14
$2.16M 1.55%
5,734
-43
15
$1.57M 1.13%
+25,052
16
$1.22M 0.87%
+17,783
17
$1.09M 0.78%
+13,019
18
$1.03M 0.74%
5,915
-92
19
$1.01M 0.72%
19,430
-111,651
20
$817K 0.58%
3,639
21
$752K 0.54%
7,080
22
$668K 0.48%
+20,685
23
$657K 0.47%
+3,879
24
$647K 0.46%
+6,177
25
$469K 0.34%
3,060
1
2 3