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
$250M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$804K
3
+$683K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$544K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$524K

Top Sells

1
+$314K
2
+$205K
3
+$104K
4
NVDA icon
NVIDIA
NVDA
+$82.9K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$75.4K

Sector Composition

1 Technology 7.9%
2 Communication Services 2.34%
3 Consumer Discretionary 1.34%
4 Financials 0.57%
5 Healthcare 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$52.3M 20.91%
184,798
+494
2
$47.6M 19.02%
787,833
+32,209
3
$19.1M 7.62%
361,160
+10,309
4
$15.2M 6.07%
272,929
-5,653
5
$13.5M 5.38%
607,803
-3,174
6
$13.3M 5.31%
646,332
-1,538
7
$8.26M 3.3%
127,861
+7,562
8
$7.84M 3.13%
81,757
+8,377
9
$6.8M 2.72%
55,963
-683
10
$6.48M 2.59%
27,810
+1
11
$6.3M 2.52%
61,986
+1,125
12
$6.29M 2.51%
248,694
13
$5.12M 2.05%
72,507
+7,093
14
$4.42M 1.76%
35,164
-600
15
$4.37M 1.75%
10,156
-242
16
$4.09M 1.63%
5,760
+431
17
$3.27M 1.31%
5,703
18
$3.21M 1.28%
110,596
-18
19
$1.5M 0.6%
2,849
+25
20
$1.33M 0.53%
21,577
+1,230
21
$1.3M 0.52%
7,000
+427
22
$1.29M 0.52%
4,938
23
$1.14M 0.45%
20,479
+12,296
24
$1.04M 0.41%
6,195
+3,134
25
$935K 0.37%
2,435
1
2 3