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
376
$23K 0.01%
552
-114
377
$23K 0.01%
93
+50
378
$22K 0.01%
1,478
-629
379
$22K 0.01%
+533
380
$22K 0.01%
2,274
-3
381
$22K 0.01%
540
-112
382
$22K 0.01%
191
+22
383
$22K 0.01%
1,091
+809
384
$22K 0.01%
575
-41
385
$22K 0.01%
+2,000
386
$22K 0.01%
1,403
-297
387
$22K 0.01%
346
+4
388
$21K 0.01%
91
389
$21K 0.01%
214
390
$21K 0.01%
95
-19
391
$21K 0.01%
+484
392
$21K 0.01%
1,362
+776
393
$21K 0.01%
168
+1
394
$21K 0.01%
505
+89
395
$21K 0.01%
232
+1
396
$20K 0.01%
131
-29
397
$20K 0.01%
683
+258
398
$20K 0.01%
410
399
$20K 0.01%
2,105
-144
400
$20K 0.01%
143
+1
14 15
16
17 18