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
26
$2.4M 0.86%
17,358
+7,669
27
$2.35M 0.84%
7,815
+3,458
28
$2.35M 0.84%
45,997
+24,679
29
$2.31M 0.82%
24,400
+2,930
30
$2.26M 0.81%
10,198
+1,981
31
$1.98M 0.71%
4,855
+784
32
$1.96M 0.7%
22,543
+121
33
$1.86M 0.66%
52,013
+3,594
34
$1.76M 0.63%
16,248
+2,805
35
$1.64M 0.59%
9,655
+1,623
36
$1.55M 0.55%
22,346
-12,977
37
$1.39M 0.5%
5,106
-146
38
$1.38M 0.49%
10,360
+380
39
$1.28M 0.46%
3,804
+849
40
$1.19M 0.42%
1,951
+54
41
$1.11M 0.4%
10,087
+2,219
42
$1.11M 0.4%
11,809
+2,226
43
$1.07M 0.38%
12,504
+8,746
44
$1M 0.36%
4,030
+421
45
$979K 0.35%
22,705
+1,673
46
$937K 0.33%
11,912
+3,392
47
$920K 0.33%
1,705
+1
48
$845K 0.3%
4,534
+715
49
$834K 0.3%
5,953
+14
50
$818K 0.29%
8,010
+1,016
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