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
$170M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
992
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$1.6M
3
+$1.34M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.05M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$995K

Top Sells

1
+$265K
2
+$121K
3
+$103K
4
T icon
AT&T
T
+$89.6K
5
MSFT icon
Microsoft
MSFT
+$82.7K

Sector Composition

1 Technology 18.08%
2 Consumer Discretionary 3.55%
3 Financials 3.14%
4 Healthcare 2.76%
5 Communication Services 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$45K 0.03%
4,468
-3,096
252
$45K 0.03%
716
+100
253
$45K 0.03%
398
-31
254
$44K 0.03%
186
+15
255
$44K 0.03%
3,944
+32
256
$43K 0.03%
530
-100
257
$43K 0.03%
1,066
258
$43K 0.03%
1,191
+14
259
$42K 0.02%
561
-39
260
$42K 0.02%
515
+5
261
$41K 0.02%
685
+537
262
$41K 0.02%
+1,277
263
$40K 0.02%
738
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264
$40K 0.02%
206
265
$40K 0.02%
1,488
266
$40K 0.02%
746
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267
$40K 0.02%
+1,000
268
$40K 0.02%
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269
$39K 0.02%
4,700
270
$39K 0.02%
182
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271
$39K 0.02%
753
-46
272
$39K 0.02%
1,877
-103
273
$39K 0.02%
472
274
$38K 0.02%
1,028
-246
275
$38K 0.02%
593
+1
9 10
11
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