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
$155M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$8.95M
2
+$5.47M
3
+$3.78M
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$2.22M
5
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$1.39M

Top Sells

1
+$2.2M
2
+$1.45M
3
+$1.2M
4
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$856K
5
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$668K

Sector Composition

1 Technology 2.64%
2 Consumer Discretionary 1.36%
3 Communication Services 1.07%
4 Consumer Staples 0.27%
5 Healthcare 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$30.7M 19.79%
171,303
+49,877
2
$26.3M 16.96%
451,848
+93,810
3
$13.2M 8.48%
536,360
-89,678
4
$12.6M 8.11%
323,506
+34,849
5
$9.69M 6.24%
689,196
+269,092
6
$9.15M 5.89%
251,747
-39,935
7
$8.23M 5.3%
587,769
+4,431
8
$7.75M 4.99%
102,402
+9,824
9
$3.75M 2.42%
59,692
+6,614
10
$3.5M 2.25%
124,448
11
$3.25M 2.09%
23,478
+1,930
12
$3.19M 2.06%
40,165
13
$3.12M 2.01%
67,861
+48,431
14
$2.05M 1.32%
5,734
15
$1.64M 1.06%
37,743
+31,876
16
$1.44M 0.93%
30,292
-18,021
17
$1.37M 0.88%
5,801
-114
18
$1.18M 0.76%
17,783
19
$1.1M 0.71%
+3,339
20
$1.03M 0.67%
13,019
21
$848K 0.55%
7,500
+420
22
$796K 0.51%
3,000
-639
23
$739K 0.48%
4,325
+2,853
24
$640K 0.41%
3,879
25
$634K 0.41%
6,177
1
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