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
$183M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$3.7M
2
+$2.56M
3
+$1.9M
4
TSLA icon
Tesla
TSLA
+$731K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$563K

Top Sells

1
+$1.64M
2
+$1.24M
3
+$910K
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$426K
5
BIO icon
Bio-Rad Laboratories Class A
BIO
+$213K

Sector Composition

1 Technology 5.32%
2 Communication Services 1.48%
3 Consumer Discretionary 1.46%
4 Financials 0.51%
5 Healthcare 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$38.1M 20.79%
172,857
-4,129
2
$29.8M 16.27%
508,016
+63,132
3
$14.1M 7.68%
303,058
-35,373
4
$12.8M 6.98%
276,747
+6,751
5
$12.3M 6.69%
687,594
+31,584
6
$12.2M 6.64%
493,256
-50,178
7
$11.6M 6.34%
673,794
+148,764
8
$5.12M 2.79%
26,388
9
$4.77M 2.61%
60,942
+1,031
10
$3.87M 2.11%
39,532
-367
11
$3.84M 2.1%
71,387
+2,121
12
$3.51M 1.92%
124,095
13
$3.32M 1.81%
9,760
14
$3.25M 1.77%
41,831
+24,458
15
$2.54M 1.39%
5,734
16
$2.09M 1.14%
4,734
17
$1.96M 1.07%
34,000
+2,943
18
$1.84M 1.01%
34,737
-2,385
19
$1.36M 0.74%
3,339
20
$1.17M 0.64%
4,453
+2,793
21
$978K 0.53%
7,500
22
$814K 0.44%
4,092
-104
23
$812K 0.44%
2,871
24
$791K 0.43%
8,120
-4,372
25
$726K 0.4%
3,879
1
2 3