LWM

Liberty Wealth Management Portfolio holdings

AUM $710M
1-Year Est. Return 15.99%
This Quarter Est. Return
1 Year Est. Return
+15.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$205M
AUM Growth
+$429K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,080
New
Increased
Reduced
Closed

Top Buys

1
+$254K
2
+$129K
3
+$54K
4
SVFAU
SVF Investment Corp. Unit
SVFAU
+$13K
5
AFRM icon
Affirm
AFRM
+$12K

Top Sells

1
+$5K
2
+$5K
3
+$3K
4
CHL
China Mobile Limited
CHL
+$2K
5
ATVI
Activision Blizzard
ATVI
+$1.36K

Sector Composition

1 Technology 17.95%
2 Consumer Discretionary 4.08%
3 Financials 3.13%
4 Healthcare 3.01%
5 Communication Services 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$71K 0.03%
139
227
$71K 0.03%
860
228
$69K 0.03%
675
229
$68K 0.03%
494
230
$68K 0.03%
310
231
$68K 0.03%
5,750
232
$67K 0.03%
1,847
233
$67K 0.03%
1,250
234
$66K 0.03%
541
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235
$66K 0.03%
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236
$66K 0.03%
360
237
$66K 0.03%
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238
$66K 0.03%
207
239
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525
240
$65K 0.03%
1,215
241
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242
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310
243
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244
$62K 0.03%
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245
$62K 0.03%
924
246
$60K 0.03%
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247
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1,113
248
$60K 0.03%
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249
$60K 0.03%
1,635
250
$59K 0.03%
1,532
8 9
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