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
376
$63K 0.02%
848
+424
377
$62K 0.02%
541
+235
378
$62K 0.02%
1,182
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379
$62K 0.02%
750
380
$62K 0.02%
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381
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382
$61K 0.02%
4,902
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383
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169
384
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1,065
+328
385
$61K 0.02%
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386
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527
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282
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388
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+1,672
389
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941
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391
$59K 0.02%
1,602
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392
$59K 0.02%
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$57K 0.02%
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395
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396
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312
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724
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$56K 0.02%
1,696
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399
$56K 0.02%
573
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400
$56K 0.02%
276
+160
14 15
16
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