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
$280M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,261
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$3.33M
3
+$2.86M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.59M
5
IXN icon
iShares Global Tech ETF
IXN
+$1.41M

Top Sells

1
+$13.9M
2
+$2.26M
3
+$2.01M
4
MSFT icon
Microsoft
MSFT
+$1.61M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.52M

Sector Composition

1 Technology 10.73%
2 Consumer Discretionary 4.16%
3 Financials 3.46%
4 Healthcare 3.2%
5 Communication Services 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$139K 0.05%
591
+281
227
$138K 0.05%
1,002
+617
228
$138K 0.05%
1,336
+336
229
$138K 0.05%
565
+371
230
$137K 0.05%
782
+516
231
$135K 0.05%
5,648
-96
232
$134K 0.05%
773
-234
233
$133K 0.05%
588
+211
234
$132K 0.05%
1,562
+1,040
235
$131K 0.05%
606
+142
236
$131K 0.05%
1,798
+1,192
237
$131K 0.05%
2,058
-124
238
$129K 0.05%
546
-77
239
$129K 0.05%
8,404
+4,137
240
$128K 0.05%
+841
241
$128K 0.05%
+1,997
242
$127K 0.05%
8,515
+5,748
243
$126K 0.04%
+3,470
244
$126K 0.04%
1,081
+678
245
$124K 0.04%
908
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246
$123K 0.04%
1,969
+1,221
247
$123K 0.04%
+3,361
248
$123K 0.04%
359
+181
249
$122K 0.04%
1,551
+15
250
$121K 0.04%
979
+338
8 9
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