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
451
$44K 0.02%
937
+9
452
$44K 0.02%
+772
453
$44K 0.02%
858
+850
454
$43K 0.02%
830
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455
$43K 0.02%
505
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456
$43K 0.02%
1,206
+605
457
$43K 0.02%
295
458
$42K 0.02%
+1,419
459
$42K 0.02%
1,234
+516
460
$42K 0.02%
412
461
$42K 0.02%
683
+1
462
$41K 0.01%
+578
463
$41K 0.01%
591
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464
$41K 0.01%
1,000
465
$41K 0.01%
1,121
466
$40K 0.01%
703
467
$40K 0.01%
909
+5
468
$40K 0.01%
4,176
469
$40K 0.01%
762
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470
$39K 0.01%
+1,750
471
$39K 0.01%
1,554
+38
472
$39K 0.01%
172
+101
473
$39K 0.01%
1,641
474
$39K 0.01%
548
475
$39K 0.01%
165
17 18
19
20 21