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
$205M
AUM Growth
+$429K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,080
New
Increased
Reduced
Closed

Top Buys

1
+$254K
2
+$129K
3
+$54K
4
SVFAU
SVF Investment Corp. Unit
SVFAU
+$13K
5
AFRM icon
Affirm
AFRM
+$12K

Top Sells

1
+$5K
2
+$5K
3
+$3K
4
CHL
China Mobile Limited
CHL
+$2K
5
ATVI
Activision Blizzard
ATVI
+$1.36K

Sector Composition

1 Technology 17.95%
2 Consumer Discretionary 4.08%
3 Financials 3.13%
4 Healthcare 3.01%
5 Communication Services 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$59K 0.03%
190
252
$59K 0.03%
1,112
253
$59K 0.03%
664
254
$59K 0.03%
152
255
$59K 0.03%
750
256
$59K 0.03%
1,338
257
$58K 0.03%
641
258
$57K 0.03%
980
259
$57K 0.03%
1,032
260
$57K 0.03%
1,750
261
$56K 0.03%
1,507
262
$56K 0.03%
1,355
263
$56K 0.03%
854
264
$56K 0.03%
1,035
265
$55K 0.03%
1,650
266
$55K 0.03%
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267
$55K 0.03%
1,747
268
$54K 0.03%
+4,645
269
$54K 0.03%
1,020
270
$54K 0.03%
236
271
$54K 0.03%
689
272
$54K 0.03%
530
273
$53K 0.03%
608
274
$53K 0.03%
1,488
275
$53K 0.03%
461
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