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
376
$32K 0.02%
751
377
$32K 0.02%
383
378
$32K 0.02%
2,224
379
$31K 0.02%
371
380
$31K 0.02%
896
381
$31K 0.02%
1,028
382
$31K 0.02%
2,022
383
$31K 0.02%
690
384
$31K 0.02%
2,524
385
$31K 0.02%
553
386
$31K 0.02%
2,000
387
$30K 0.01%
682
388
$30K 0.01%
1,079
389
$29K 0.01%
679
390
$29K 0.01%
1,600
391
$29K 0.01%
224
392
$29K 0.01%
267
393
$29K 0.01%
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394
$29K 0.01%
360
395
$29K 0.01%
337
396
$28K 0.01%
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397
$28K 0.01%
103
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$28K 0.01%
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399
$28K 0.01%
134
400
$28K 0.01%
637
14 15
16
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