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LWM

Liberty Wealth Management Portfolio holdings

AUM $800M
1-Year Est. Return 20.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$589M
AUM Growth
+$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$364K
2
+$320K
3
+$256K
4
GE icon
GE Aerospace
GE
+$252K
5
IRM icon
Iron Mountain
IRM
+$242K

Top Sells

1
+$719M
2
+$313M
3
+$175M
4
VUG icon
Vanguard Growth ETF
VUG
+$160M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$152M

Sector Composition

1 Technology 13.97%
2 Financials 2.34%
3 Healthcare 2.09%
4 Consumer Discretionary 2.05%
5 Industrials 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
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227
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228
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229
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-1,115
230
$0 ﹤0.01%
+20,000
231
$0 ﹤0.01%
+30,000
232
– –
-87,158
233
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-14,127
234
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-157,785
235
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-83,369
236
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-9,855
237
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238
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240
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250
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-51,055
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