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
$170M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
992
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$1.6M
3
+$1.34M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.05M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$995K

Top Sells

1
+$265K
2
+$121K
3
+$103K
4
T icon
AT&T
T
+$89.6K
5
MSFT icon
Microsoft
MSFT
+$82.7K

Sector Composition

1 Technology 18.08%
2 Consumer Discretionary 3.55%
3 Financials 3.14%
4 Healthcare 2.76%
5 Communication Services 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$17K 0.01%
1,835
-468
427
$17K 0.01%
312
428
$17K 0.01%
+754
429
$17K 0.01%
420
+2
430
$17K 0.01%
618
-183
431
$17K 0.01%
+3,000
432
$17K 0.01%
340
433
$16K 0.01%
840
+5
434
$16K 0.01%
200
435
$16K 0.01%
2,000
436
$16K 0.01%
206
+2
437
$16K 0.01%
176
+69
438
$16K 0.01%
687
439
$16K 0.01%
256
+2
440
$16K 0.01%
265
441
$16K 0.01%
82
-8
442
$16K 0.01%
74
+19
443
$15K 0.01%
+160
444
$15K 0.01%
190
445
$15K 0.01%
+347
446
$15K 0.01%
1,806
447
$15K 0.01%
145
+49
448
$15K 0.01%
534
449
$15K 0.01%
+255
450
$15K 0.01%
357
+4
16 17
18
19 20