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
301
$34K 0.02%
317
-24
302
$34K 0.02%
590
303
$34K 0.02%
71
+1
304
$34K 0.02%
295
305
$34K 0.02%
361
-29
306
$34K 0.02%
788
-39
307
$34K 0.02%
4,520
+91
308
$34K 0.02%
423
-32
309
$33K 0.02%
1,641
310
$33K 0.02%
281
311
$33K 0.02%
1,359
+621
312
$33K 0.02%
383
-29
313
$33K 0.02%
1,800
314
$32K 0.02%
1,362
+614
315
$32K 0.02%
280
-19
316
$32K 0.02%
614
+6
317
$32K 0.02%
449
318
$32K 0.02%
2,168
+1,366
319
$31K 0.02%
376
-28
320
$31K 0.02%
723
-26
321
$31K 0.02%
+802
322
$31K 0.02%
1,121
+427
323
$31K 0.02%
386
+50
324
$31K 0.02%
334
+246
325
$31K 0.02%
520
11 12
13
14 15