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
$257M
AUM Growth
+$6.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$2.57M
2
+$1.81M
3
+$1.72M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.34M
5
FBTC icon
Fidelity Wise Origin Bitcoin Fund
FBTC
+$1.31M

Top Sells

1
+$447K
2
+$423K
3
+$374K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$362K
5
AAPL icon
Apple
AAPL
+$328K

Sector Composition

1 Technology 7.79%
2 Communication Services 2.51%
3 Consumer Discretionary 1.51%
4 Financials 0.7%
5 Healthcare 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$55.3M 21.49%
190,748
+5,950
2
$48.3M 18.77%
832,164
+44,331
3
$19.1M 7.42%
398,966
+37,806
4
$14.7M 5.73%
264,900
-8,029
5
$13.5M 5.25%
595,286
-12,517
6
$11.8M 4.61%
640,204
-6,128
7
$9.23M 3.59%
95,642
+13,885
8
$8.57M 3.33%
145,775
+17,914
9
$7.52M 2.92%
55,963
10
$6.64M 2.58%
26,502
-1,308
11
$6.26M 2.43%
59,634
-2,352
12
$6.04M 2.35%
248,494
-200
13
$5.96M 2.32%
91,584
+19,077
14
$5.11M 1.99%
5,737
-23
15
$4.21M 1.64%
9,991
-165
16
$4.16M 1.62%
32,348
-2,816
17
$3.34M 1.3%
5,703
18
$3.08M 1.2%
110,346
-250
19
$2.98M 1.16%
36,579
+16,100
20
$2M 0.78%
4,953
+15
21
$1.54M 0.6%
2,849
22
$1.34M 0.52%
23,718
+2,141
23
$1.18M 0.46%
73,133
24
$1.16M 0.45%
5,295
-1,705
25
$999K 0.39%
2,435
1
2 3