LWM

Liberty Wealth Management Portfolio holdings

AUM $775M
1-Year Est. Return 18.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.64%
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
+$128K
3
+$57.7K
4
SVFAU
SVF Investment Corp. Unit
SVFAU
+$12.6K
5
AFRM icon
Affirm
AFRM
+$9.72K

Top Sells

1
+$5K
2
+$5K
3
+$2K
4
APH icon
Amphenol
APH
+$1.88K
5
ATVI
Activision Blizzard
ATVI
+$1.32K

Sector Composition

1 Technology 17.94%
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
326
$40K 0.02%
2,324
327
$40K 0.02%
267
328
$40K 0.02%
795
329
$39K 0.02%
790
330
$39K 0.02%
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331
$39K 0.02%
350
332
$39K 0.02%
806
333
$39K 0.02%
69
334
$38K 0.02%
627
335
$38K 0.02%
348
336
$38K 0.02%
2,000
337
$37K 0.02%
1,095
338
$37K 0.02%
1,000
339
$37K 0.02%
712
340
$37K 0.02%
1,672
341
$37K 0.02%
540
342
$37K 0.02%
3,000
343
$37K 0.02%
335
344
$36K 0.02%
271
345
$36K 0.02%
412
346
$36K 0.02%
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347
$36K 0.02%
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348
$35K 0.02%
612
349
$35K 0.02%
298
350
$35K 0.02%
2,097
12 13
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15 16