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
276
$109K 0.04%
564
+390
277
$108K 0.04%
2,152
+4
278
$106K 0.04%
1,828
+7
279
$104K 0.04%
672
+3
280
$104K 0.04%
1,010
+131
281
$103K 0.04%
672
+174
282
$102K 0.04%
1,260
+592
283
$102K 0.04%
696
+476
284
$102K 0.04%
270
285
$102K 0.04%
377
+262
286
$101K 0.04%
421
287
$100K 0.04%
4,246
-208
288
$100K 0.04%
786
+432
289
$99K 0.04%
1,530
290
$99K 0.04%
834
+1
291
$99K 0.04%
632
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292
$99K 0.04%
689
293
$98K 0.04%
1,567
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294
$98K 0.04%
708
+390
295
$98K 0.04%
1,229
+973
296
$97K 0.03%
338
+180
297
$97K 0.03%
1,315
+295
298
$96K 0.03%
838
+412
299
$95K 0.03%
1,961
+1,892
300
$95K 0.03%
1,494
+750
10 11
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