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
$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
476
$13K 0.01%
350
-152
477
$13K 0.01%
155
+1
478
$13K 0.01%
215
+1
479
$13K 0.01%
349
+5
480
$13K 0.01%
+79
481
$13K 0.01%
+500
482
$12K 0.01%
991
+13
483
$12K 0.01%
110
484
$12K 0.01%
156
-29
485
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+132
486
$12K 0.01%
222
+1
487
$12K 0.01%
620
488
$12K 0.01%
264
489
$12K 0.01%
943
-2,052
490
$12K 0.01%
103
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491
$12K 0.01%
135
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492
$12K 0.01%
356
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493
$12K 0.01%
65
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494
$12K 0.01%
492
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495
$11K 0.01%
891
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496
$11K 0.01%
182
497
$11K 0.01%
334
+139
498
$11K 0.01%
+154
499
$11K 0.01%
213
500
$11K 0.01%
+519
18 19
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