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
501
$11K 0.01%
711
+17
502
$11K 0.01%
1,000
-150
503
$11K 0.01%
156
504
$11K 0.01%
220
505
$11K 0.01%
181
506
$11K 0.01%
336
507
$11K 0.01%
52
508
$10K 0.01%
122
509
$10K 0.01%
+1,000
510
$10K 0.01%
65
+16
511
$10K 0.01%
104
512
$10K 0.01%
321
+221
513
$10K 0.01%
109
514
$10K 0.01%
47
-22
515
$10K 0.01%
718
+14
516
$10K 0.01%
735
-10
517
$10K 0.01%
179
+1
518
$10K 0.01%
261
519
$10K 0.01%
105
520
$10K 0.01%
261
521
$10K 0.01%
+1,157
522
$10K 0.01%
+218
523
$10K 0.01%
28
524
$10K 0.01%
762
+264
525
$10K 0.01%
1,230
+31
19 20
21
22 23