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
501
$34K 0.01%
431
+278
502
$34K 0.01%
682
503
$34K 0.01%
1,806
504
$34K 0.01%
360
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505
$34K 0.01%
174
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506
$34K 0.01%
2,072
+21
507
$34K 0.01%
378
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508
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216
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509
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432
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510
$34K 0.01%
173
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511
$34K 0.01%
+892
512
$33K 0.01%
2,498
+1,658
513
$33K 0.01%
1,145
-220
514
$33K 0.01%
3,394
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515
$33K 0.01%
261
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516
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255
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517
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107
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311
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520
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271
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363
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523
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119
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524
$32K 0.01%
950
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525
$32K 0.01%
195
+63
19 20
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