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
$205M
AUM Growth
+$429K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,080
New
Increased
Reduced
Closed

Top Buys

1
+$254K
2
+$129K
3
+$54K
4
SVFAU
SVF Investment Corp. Unit
SVFAU
+$13K
5
AFRM icon
Affirm
AFRM
+$12K

Top Sells

1
+$5K
2
+$5K
3
+$3K
4
CHL
China Mobile Limited
CHL
+$2K
5
ATVI
Activision Blizzard
ATVI
+$1.36K

Sector Composition

1 Technology 17.95%
2 Consumer Discretionary 4.08%
3 Financials 3.13%
4 Healthcare 3.01%
5 Communication Services 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.33M 0.65%
7,795
27
$1.3M 0.63%
36,642
28
$1.22M 0.6%
18,312
29
$1.2M 0.59%
41,034
30
$1.19M 0.58%
5,176
31
$953K 0.47%
10,020
32
$918K 0.45%
3,575
33
$916K 0.45%
6,029
34
$913K 0.45%
19,222
35
$905K 0.44%
12,753
36
$862K 0.42%
4,104
37
$859K 0.42%
18,927
38
$806K 0.39%
6,251
39
$806K 0.39%
9,367
40
$789K 0.39%
1,895
41
$770K 0.38%
10,524
42
$748K 0.37%
3,249
43
$742K 0.36%
10,682
44
$740K 0.36%
7,211
45
$725K 0.35%
9,965
46
$718K 0.35%
6,041
47
$710K 0.35%
2,710
48
$640K 0.31%
3,621
49
$635K 0.31%
1,701
50
$625K 0.31%
28,907
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2
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