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
$280M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,261
New
Increased
Reduced
Closed

Top Buys

1
+$3.49M
2
+$3.44M
3
+$2.89M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.63M
5
IXN icon
iShares Global Tech ETF
IXN
+$1.45M

Top Sells

1
+$14.5M
2
+$2.28M
3
+$2.02M
4
MSFT icon
Microsoft
MSFT
+$1.65M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.54M

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
351
$72K 0.03%
339
+209
352
$71K 0.03%
+861
353
$71K 0.03%
573
+20
354
$71K 0.03%
465
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355
$70K 0.03%
439
+360
356
$70K 0.03%
1,139
+577
357
$70K 0.03%
+1,047
358
$69K 0.02%
87
+53
359
$69K 0.02%
1,754
+391
360
$68K 0.02%
583
+56
361
$68K 0.02%
2,142
362
$68K 0.02%
1,502
+930
363
$68K 0.02%
2,415
+1,234
364
$68K 0.02%
+110
365
$68K 0.02%
1,908
+3
366
$68K 0.02%
554
+20
367
$67K 0.02%
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368
$67K 0.02%
1,112
369
$67K 0.02%
1,008
+685
370
$67K 0.02%
437
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371
$67K 0.02%
2,554
+2,142
372
$65K 0.02%
+631
373
$65K 0.02%
2,472
+1,501
374
$64K 0.02%
1,124
+848
375
$63K 0.02%
286
+156
13 14
15
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