LWM
Liberty Wealth Management Portfolio holdings
AUM
$710M
1-Year Est. Return
15.99%
1 Year Est. Return
+15.99%
AUM
$638M
AUM Growth
+$115M
(+22%)
Holding
239
Top Buys
| 1 | +$7.58M | |
| 2 | +$5.01M | |
| 3 | +$3.95M | |
| 4 |
iShares Gold Trust
IAU
|
+$3.92M |
| 5 |
THRO
iShares U.S. Thematic Rotation Active ETF
THRO
|
+$3.28M |
Top Sells
| 1 | +$3.19M | |
| 2 | +$2.75M | |
| 3 | +$2.55M | |
| 4 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
+$1.96M |
| 5 |
Dimensional US High Profitability ETF
DUHP
|
+$1.78M |
Sector Composition
| 1 | Technology | 12.01% |
| 2 | Consumer Discretionary | 2.1% |
| 3 | Healthcare | 1.85% |
| 4 | Communication Services | 1.8% |
| 5 | Financials | 1.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Heritage Commerce
HTBK
$648M
| $113K | 0.02% |
11,405
+1
|
|
||
227
Genelux
GNLX
$202M
| $47.5K | 0.01% |
16,547
|
|
||
|
BCLI
228
DELISTED
BRAINSTORM CELL THERAPUTC
BCLI
| $25.4K | ﹤0.01% |
22,666
|
|
||
229
Essex Property Trust
ESS
$16.4B
| – | – |
-681
|
|
||
230
iShares Global Clean Energy ETF
ICLN
$1.84B
| – | – |
-26,171
|
|
||
231
Intel
INTC
$169B
| – | – |
-8,994
|
|
||
232
Nektar Therapeutics
NKTR
$1.15B
| – | – |
-1,267
|
|
||
233
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$512M
| – | – |
-9,527
|
|
||
|
WLB
234
DELISTED
Westmoreland Coal Company
WLB
| $0 | ﹤0.01% |
20,000
|
|
||
|
ENPT
235
DELISTED
EN POINTE TECHNOLOGIES INC
ENPT
| $0 | ﹤0.01% |
30,000
|
|