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
$201M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$877K
2
+$765K
3
+$762K
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$683K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$500K

Top Sells

1
+$526K
2
+$446K
3
+$444K
4
VB icon
Vanguard Small-Cap ETF
VB
+$332K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$169K

Sector Composition

1 Technology 5.07%
2 Communication Services 1.5%
3 Consumer Discretionary 1.17%
4 Financials 0.44%
5 Healthcare 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$41.8M 20.77%
176,179
+1,880
2
$40M 19.86%
673,936
+14,783
3
$15.4M 7.64%
293,752
-8,528
4
$14.5M 7.23%
303,635
+10,431
5
$12.5M 6.22%
677,202
-7,512
6
$11.7M 5.83%
631,956
-28,323
7
$6.26M 3.11%
251,658
+19,874
8
$5.2M 2.59%
61,182
-117
9
$5.09M 2.53%
56,666
+8,522
10
$5.09M 2.53%
26,428
11
$4.98M 2.48%
88,364
+12,107
12
$4.08M 2.02%
38,725
-807
13
$3.62M 1.8%
9,622
-138
14
$3.3M 1.64%
115,576
-4,774
15
$3.2M 1.59%
51,275
+12,193
16
$2.73M 1.35%
5,734
17
$2.3M 1.15%
4,734
18
$2.11M 1.05%
38,209
+2,099
19
$1.46M 0.72%
3,339
-387
20
$1.08M 0.54%
4,341
21
$873K 0.43%
4,092
-1,555
22
$864K 0.43%
2,779
-71
23
$852K 0.42%
8,120
24
$779K 0.39%
3,879
25
$753K 0.37%
3,237
+370
1
2 3