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
351
$35K 0.02%
303
352
$35K 0.02%
780
353
$35K 0.02%
425
354
$34K 0.02%
318
355
$34K 0.02%
487
356
$34K 0.02%
736
357
$34K 0.02%
813
358
$34K 0.02%
1,800
359
$34K 0.02%
451
360
$34K 0.02%
650
361
$34K 0.02%
161
362
$33K 0.02%
364
363
$33K 0.02%
636
364
$33K 0.02%
558
365
$33K 0.02%
2,972
366
$32K 0.02%
160
367
$32K 0.02%
400
368
$32K 0.02%
244
369
$32K 0.02%
561
370
$32K 0.02%
846
371
$32K 0.02%
1,235
372
$32K 0.02%
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373
$32K 0.02%
369
374
$32K 0.02%
1,525
375
$32K 0.02%
1,164
13 14
15
16 17