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
401
$28K 0.01%
1,091
402
$28K 0.01%
205
403
$28K 0.01%
340
404
$27K 0.01%
728
405
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300
406
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95
407
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643
408
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400
409
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96
410
$26K 0.01%
72
411
$26K 0.01%
100
412
$26K 0.01%
1,632
413
$26K 0.01%
100
414
$26K 0.01%
168
415
$26K 0.01%
1,000
416
$26K 0.01%
424
417
$26K 0.01%
167
418
$26K 0.01%
93
419
$26K 0.01%
35
420
$25K 0.01%
1,806
421
$25K 0.01%
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422
$25K 0.01%
589
423
$24K 0.01%
164
424
$24K 0.01%
187
425
$24K 0.01%
84
15 16
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18 19