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
$172M
AUM Growth
-$3.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$387K
2
+$214K
3
+$214K
4
BIO icon
Bio-Rad Laboratories Class A
BIO
+$213K
5
CSCO icon
Cisco
CSCO
+$207K

Top Sells

1
+$263M
2
+$157M
3
+$1.31M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.29M
5
TSLA icon
Tesla
TSLA
+$746K

Sector Composition

1 Technology 4.64%
2 Consumer Discretionary 1.28%
3 Communication Services 1.26%
4 Financials 0.43%
5 Healthcare 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$36.1M 20.94%
176,986
+1,894
2
$28M 16.23%
444,884
-9,509
3
$15.1M 8.73%
338,431
-5,863
4
$13.7M 7.94%
543,434
+2,546
5
$12.2M 7.07%
269,996
-4,903
6
$12.1M 6.99%
656,010
-69,974
7
$9.13M 5.29%
525,030
-15,330
8
$4.35M 2.52%
26,388
9
$4.3M 2.49%
59,911
+18
10
$3.66M 2.12%
69,266
+146
11
$3.61M 2.09%
39,899
-130
12
$3.59M 2.08%
124,095
13
$2.81M 1.63%
9,760
14
$2.35M 1.36%
5,734
15
$1.94M 1.13%
37,122
-621
16
$1.82M 1.05%
31,057
+98
17
$1.64M 0.95%
4,734
18
$1.29M 0.75%
17,373
-189
19
$1.26M 0.73%
3,339
20
$1.13M 0.66%
12,492
-527
21
$924K 0.54%
1,660
-1,340
22
$795K 0.46%
4,196
23
$775K 0.45%
7,500
24
$716K 0.42%
2,871
25
$692K 0.4%
3,879
1
2 3