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
301
$94K 0.03%
754
+495
302
$94K 0.03%
6,620
303
$94K 0.03%
3,160
+25
304
$94K 0.03%
146
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305
$94K 0.03%
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306
$93K 0.03%
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307
$93K 0.03%
4,021
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308
$91K 0.03%
2,391
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309
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3,273
-106
310
$90K 0.03%
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311
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755
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312
$89K 0.03%
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313
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1,469
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314
$88K 0.03%
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315
$88K 0.03%
1,857
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316
$87K 0.03%
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317
$87K 0.03%
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318
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320
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194
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323
$84K 0.03%
3,358
+1,826
324
$83K 0.03%
1,633
+2
325
$82K 0.03%
4,000
11 12
13
14 15