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
401
$55K 0.02%
394
-55
402
$55K 0.02%
876
+628
403
$55K 0.02%
780
+390
404
$55K 0.02%
1,117
+1,046
405
$54K 0.02%
451
+278
406
$54K 0.02%
1,306
+42
407
$54K 0.02%
4,071
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408
$53K 0.02%
+705
409
$53K 0.02%
708
-50
410
$53K 0.02%
5,000
411
$53K 0.02%
1,370
+5
412
$53K 0.02%
776
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413
$53K 0.02%
1,425
-16,651
414
$52K 0.02%
637
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415
$52K 0.02%
206
416
$52K 0.02%
1,488
417
$52K 0.02%
211
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$52K 0.02%
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419
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220
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$51K 0.02%
386
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421
$51K 0.02%
472
422
$51K 0.02%
1,062
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423
$51K 0.02%
273
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424
$50K 0.02%
324
-27
425
$50K 0.02%
582
-3,786
15 16
17
18 19