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
276
$53K 0.03%
552
277
$51K 0.02%
5,000
278
$51K 0.02%
930
279
$50K 0.02%
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280
$50K 0.02%
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281
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705
282
$49K 0.02%
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283
$49K 0.02%
167
284
$48K 0.02%
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285
$48K 0.02%
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286
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287
$48K 0.02%
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288
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289
$47K 0.02%
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290
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1,000
291
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292
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293
$46K 0.02%
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294
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295
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296
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297
$45K 0.02%
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298
$45K 0.02%
271
299
$44K 0.02%
952
300
$44K 0.02%
545
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