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
326
$30K 0.02%
736
+21
327
$30K 0.02%
634
+123
328
$30K 0.02%
814
-18
329
$30K 0.02%
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+21
330
$30K 0.02%
563
-13
331
$30K 0.02%
802
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332
$29K 0.02%
368
+1
333
$29K 0.02%
1,872
+1,640
334
$29K 0.02%
798
-58
335
$29K 0.02%
528
336
$29K 0.02%
161
337
$29K 0.02%
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+1
338
$28K 0.02%
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339
$28K 0.02%
549
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340
$28K 0.02%
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341
$28K 0.02%
412
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$28K 0.02%
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343
$28K 0.02%
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345
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346
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347
$27K 0.02%
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348
$27K 0.02%
35
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349
$27K 0.02%
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+1
350
$27K 0.02%
682
12 13
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