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
$485M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 10.71%
2 Consumer Discretionary 2.15%
3 Financials 1.63%
4 Healthcare 1.42%
5 Communication Services 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$94.9K 0.02%
+11,398
227
$86.7K 0.02%
+6,448
228
$15.2K ﹤0.01%
+600
229
$13.4K ﹤0.01%
+1,267
230
$10.2K ﹤0.01%
+11,500