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
351
$27K 0.02%
534
-139
352
$27K 0.02%
224
+1
353
$27K 0.02%
179
+7
354
$27K 0.02%
505
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355
$27K 0.02%
2,524
356
$27K 0.02%
342
-69
357
$26K 0.02%
1,095
-85
358
$26K 0.02%
1,583
-104
359
$26K 0.02%
234
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360
$26K 0.02%
204
+2
361
$26K 0.02%
360
362
$25K 0.01%
+1,000
363
$25K 0.01%
70
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364
$25K 0.01%
167
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365
$25K 0.01%
464
-25
366
$24K 0.01%
586
-16
367
$24K 0.01%
226
368
$24K 0.01%
292
369
$24K 0.01%
637
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370
$24K 0.01%
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371
$24K 0.01%
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372
$24K 0.01%
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373
$23K 0.01%
891
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374
$23K 0.01%
500
375
$23K 0.01%
+643
13 14
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