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
$600M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$5.25M
2
+$3.87M
3
+$3.79M
4
TSLA icon
Tesla
TSLA
+$2.98M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.66M

Top Sells

1
+$7.01M
2
+$3.29M
3
+$2.34M
4
IGEB icon
iShares Investment Grade Systematic Bond ETF
IGEB
+$1.46M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.11M

Sector Composition

1 Technology 13.32%
2 Consumer Discretionary 2.93%
3 Financials 2.14%
4 Healthcare 1.91%
5 Communication Services 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.07M 1.01%
105,797
+3,584
27
$5.83M 0.97%
111,234
+18,997
28
$5.58M 0.93%
57,723
+11,092
29
$5.25M 0.88%
+25,397
30
$5.18M 0.86%
56,774
+384
31
$5.16M 0.86%
9,886
-381
32
$4.96M 0.83%
186,935
+4,219
33
$4.94M 0.82%
56,723
-12,770
34
$4.34M 0.72%
19,761
-703
35
$4.33M 0.72%
63,307
+5,776
36
$4.1M 0.68%
74,017
+7,186
37
$4.08M 0.68%
7,574
-1,092
38
$4M 0.67%
24,008
-170
39
$3.98M 0.66%
76,176
+50,924
40
$3.7M 0.62%
111,149
+9,102
41
$3.49M 0.58%
11,057
-7,392
42
$3.3M 0.55%
16,336
+1
43
$3.23M 0.54%
22,326
+187
44
$3.22M 0.54%
69,582
+1,908
45
$3M 0.5%
17,732
-85
46
$3M 0.5%
15,762
+4,492
47
$2.98M 0.5%
18,301
-3,826
48
$2.72M 0.45%
4,342
+69
49
$2.68M 0.45%
5,913
-25
50
$2.58M 0.43%
43,646
+858
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