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
401
$55K 0.02%
780
+390
402
$55K 0.02%
394
-55
403
$55K 0.02%
876
+628
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
+32
408
$53K 0.02%
708
-50
409
$53K 0.02%
5,000
410
$53K 0.02%
1,370
+5
411
$53K 0.02%
+705
412
$53K 0.02%
776
+366
413
$53K 0.02%
1,425
-16,651
414
$52K 0.02%
637
+5
415
$52K 0.02%
206
416
$52K 0.02%
1,488
417
$52K 0.02%
211
+119
418
$52K 0.02%
641
+638
419
$52K 0.02%
220
+210
420
$51K 0.02%
386
+161
421
$51K 0.02%
472
422
$51K 0.02%
1,062
+9
423
$51K 0.02%
273
-99
424
$50K 0.02%
324
-27
425
$50K 0.02%
582
-3,786
15 16
17
18 19