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

Top Buys

1
+$3.39M
2
+$3.33M
3
+$2.86M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.59M
5
IXN icon
iShares Global Tech ETF
IXN
+$1.41M

Top Sells

1
+$13.9M
2
+$2.26M
3
+$2.01M
4
MSFT icon
Microsoft
MSFT
+$1.61M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.52M

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
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356
$70K 0.03%
1,139
+577
357
$70K 0.03%
+1,047
358
$69K 0.02%
87
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359
$69K 0.02%
1,754
+391
360
$68K 0.02%
583
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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%
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365
$68K 0.02%
1,908
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366
$68K 0.02%
554
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367
$67K 0.02%
1,112
368
$67K 0.02%
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369
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437
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370
$67K 0.02%
1,277
+1,071
371
$67K 0.02%
+100
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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