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
$280M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,261
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$3.33M
3
+$2.86M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.59M
5
IXN icon
iShares Global Tech ETF
IXN
+$1.41M

Top Sells

1
+$13.9M
2
+$2.26M
3
+$2.01M
4
MSFT icon
Microsoft
MSFT
+$1.61M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.52M

Sector Composition

1 Technology 10.73%
2 Consumer Discretionary 4.16%
3 Financials 3.46%
4 Healthcare 3.2%
5 Communication Services 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$121K 0.04%
2,676
+821
252
$120K 0.04%
1,665
+1,250
253
$120K 0.04%
1,798
+434
254
$119K 0.04%
2,457
+1,593
255
$119K 0.04%
2,114
+1,093
256
$119K 0.04%
467
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257
$119K 0.04%
663
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258
$118K 0.04%
3,921
+248
259
$117K 0.04%
1,827
-602
260
$117K 0.04%
1,990
+1,360
261
$116K 0.04%
1,135
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262
$116K 0.04%
2,961
263
$116K 0.04%
+1,965
264
$116K 0.04%
2,790
+915
265
$115K 0.04%
979
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266
$115K 0.04%
1,212
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267
$114K 0.04%
1,370
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268
$114K 0.04%
+1,244
269
$114K 0.04%
1,215
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270
$114K 0.04%
+2,084
271
$113K 0.04%
1,465
+585
272
$112K 0.04%
+1,105
273
$112K 0.04%
2,385
+114
274
$110K 0.04%
1,064
-7
275
$109K 0.04%
1,519
+11
9 10
11
12 13