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
276
$38K 0.02%
195
+17
277
$38K 0.02%
202
-18
278
$37K 0.02%
631
+329
279
$37K 0.02%
1,563
-1,585
280
$37K 0.02%
1,127
-153
281
$37K 0.02%
592
+2
282
$37K 0.02%
1,300
-365
283
$36K 0.02%
98
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284
$36K 0.02%
69
285
$36K 0.02%
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-53
286
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552
287
$36K 0.02%
1,858
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288
$36K 0.02%
712
289
$36K 0.02%
232
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290
$35K 0.02%
780
291
$35K 0.02%
399
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292
$35K 0.02%
1,260
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294
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295
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296
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350
297
$35K 0.02%
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+5,500
298
$35K 0.02%
1,018
+10
299
$34K 0.02%
604
+124
300
$34K 0.02%
828
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