LW

Libra Wealth Portfolio holdings

AUM $333M
1-Year Est. Return 16.02%
This Quarter Est. Return
1 Year Est. Return
+16.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$267M
AUM Growth
+$9.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$3.04M
2
+$2.91M
3
+$1.91M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.81M
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$1.75M

Top Sells

1
+$904K
2
+$654K
3
+$466K
4
AAPL icon
Apple
AAPL
+$316K
5
IBM icon
IBM
IBM
+$249K

Sector Composition

1 Technology 7.52%
2 Communication Services 2.48%
3 Consumer Discretionary 1.05%
4 Financials 0.51%
5 Healthcare 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$55.3M 20.76%
201,336
+10,588
2
$52.5M 19.69%
883,344
+51,180
3
$22.1M 8.29%
434,584
+35,618
4
$13.5M 5.05%
261,374
-3,526
5
$12.7M 4.75%
588,594
-6,692
6
$12.5M 4.7%
632,812
-7,392
7
$10.5M 3.95%
174,806
+29,031
8
$10.2M 3.84%
117,549
+21,907
9
$7.91M 2.97%
113,415
+21,831
10
$6.11M 2.29%
56,348
+385
11
$5.88M 2.2%
59,982
+348
12
$5.57M 2.09%
25,080
-1,422
13
$5.27M 1.98%
212,117
-36,377
14
$4.99M 1.87%
40,903
+8,555
15
$4.88M 1.83%
52,370
-5,000
16
$4.07M 1.53%
10,846
+855
17
$3.19M 1.2%
5,703
18
$3.1M 1.16%
108,381
-1,965
19
$1.98M 0.74%
27,492
-9,087
20
$1.56M 0.59%
+10,170
21
$1.46M 0.55%
2,849
22
$1.35M 0.51%
22,932
-786
23
$1.33M 0.5%
5,146
+193
24
$1.02M 0.38%
2,739
+304
25
$958K 0.36%
6,131
+2,157
1
2 3