LWM

Liberty Wealth Management Portfolio holdings

AUM $638M
1-Year Est. Return 13.75%
This Quarter Est. Return
1 Year Est. Return
+13.75%
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
26
$1.15M 0.68%
7,043
+697
27
$1.14M 0.67%
7,260
-180
28
$1.01M 0.59%
4,726
+138
29
$954K 0.56%
7,690
+4
30
$890K 0.52%
4,232
+9
31
$835K 0.49%
23,212
+682
32
$821K 0.48%
3,609
+138
33
$817K 0.48%
5,879
+1,170
34
$801K 0.47%
3,058
-49
35
$764K 0.45%
18,687
+1,267
36
$711K 0.42%
9,680
-600
37
$684K 0.4%
10,738
+557
38
$673K 0.4%
1,887
+4
39
$663K 0.39%
16,838
+418
40
$651K 0.38%
30,245
-4,162
41
$633K 0.37%
3,103
+192
42
$626K 0.37%
3,129
+1,742
43
$626K 0.37%
5,991
+174
44
$613K 0.36%
10,272
+113
45
$587K 0.35%
3,753
+11
46
$586K 0.35%
10,020
+446
47
$535K 0.32%
3,213
+680
48
$529K 0.31%
3,907
-212
49
$526K 0.31%
11,354
+40
50
$511K 0.3%
1,841
+244
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2
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