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
376
$63K 0.02%
848
+424
377
$62K 0.02%
541
+235
378
$62K 0.02%
1,182
+1,006
379
$62K 0.02%
750
380
$62K 0.02%
1,352
-513
381
$62K 0.02%
1,730
+32
382
$61K 0.02%
527
+3
383
$61K 0.02%
282
+109
384
$61K 0.02%
4,902
+156
385
$61K 0.02%
169
386
$61K 0.02%
1,065
+328
387
$61K 0.02%
4,825
+76
388
$60K 0.02%
+1,672
389
$60K 0.02%
405
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390
$59K 0.02%
941
+210
391
$59K 0.02%
1,602
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392
$59K 0.02%
718
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$58K 0.02%
437
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394
$57K 0.02%
2,242
395
$57K 0.02%
1,750
396
$57K 0.02%
312
397
$57K 0.02%
1,448
+854
398
$56K 0.02%
1,696
+39
399
$56K 0.02%
573
+3
400
$56K 0.02%
276
+160
14 15
16
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