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
$589M
AUM Growth
+$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$373K
2
+$315K
3
+$280K
4
IRM icon
Iron Mountain
IRM
+$269K
5
NVS icon
Novartis
NVS
+$259K

Top Sells

1
+$746M
2
+$296M
3
+$181M
4
VUG icon
Vanguard Growth ETF
VUG
+$165M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$157M

Sector Composition

1 Technology 13.97%
2 Financials 2.34%
3 Healthcare 2.09%
4 Consumer Discretionary 2.05%
5 Industrials 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.44M 1.09%
102,213
+903
27
$5.4M 0.92%
56,390
-110,966
28
$5.31M 0.9%
182,716
-116,975
29
$5.3M 0.9%
92,237
-48,721
30
$5.07M 0.86%
18,449
-6,981
31
$5.04M 0.86%
10,267
-904
32
$5.02M 0.85%
46,631
-162,772
33
$4.68M 0.79%
17,878
-7,412
34
$4.57M 0.78%
8,666
-260,851
35
$4.47M 0.76%
22,127
+204
36
$4.33M 0.73%
57,531
+4,957
37
$4.14M 0.7%
24,178
-6,006
38
$4.11M 0.7%
66,831
-2,639
39
$3.81M 0.65%
20,464
-64,220
40
$3.39M 0.58%
102,047
-249
41
$3.39M 0.58%
16,335
-3
42
$3.29M 0.56%
92,980
-116,361
43
$3.26M 0.55%
22,139
-185,794
44
$3.18M 0.54%
67,674
-69,182
45
$3.11M 0.53%
17,817
-818
46
$2.73M 0.46%
5,938
-29,060
47
$2.72M 0.46%
29,057
-51,231
48
$2.55M 0.43%
4,455
-56,238
49
$2.51M 0.43%
4,273
-307,782
50
$2.28M 0.39%
42,788
-1,595,476
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