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
426
$50K 0.02%
13,710
+6,765
427
$50K 0.02%
1,034
+17
428
$49K 0.02%
595
+450
429
$49K 0.02%
326
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430
$49K 0.02%
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431
$49K 0.02%
924
432
$48K 0.02%
+1,702
433
$48K 0.02%
996
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434
$48K 0.02%
128
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435
$48K 0.02%
779
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436
$48K 0.02%
753
437
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1,107
438
$47K 0.02%
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439
$47K 0.02%
768
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440
$47K 0.02%
85
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441
$46K 0.02%
149
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442
$46K 0.02%
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443
$45K 0.02%
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$45K 0.02%
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115
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446
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447
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1,221
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448
$45K 0.02%
273
449
$45K 0.02%
618
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450
$44K 0.02%
512
+93
16 17
18
19 20