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
$589M
AUM Growth
+$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$373K
2
+$315K
3
+$280K
4
IRM icon
Iron Mountain
IRM
+$269K
5
NVS icon
Novartis
NVS
+$259K

Top Sells

1
+$746M
2
+$296M
3
+$181M
4
VUG icon
Vanguard Growth ETF
VUG
+$165M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$157M

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
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$0 ﹤0.01%
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