LWM

Liberty Wealth Management Portfolio holdings

AUM $775M
1-Year Est. Return 18.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.64%
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
+$3.49M
2
+$3.44M
3
+$2.89M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.63M
5
IXN icon
iShares Global Tech ETF
IXN
+$1.45M

Top Sells

1
+$14.5M
2
+$2.28M
3
+$2.02M
4
MSFT icon
Microsoft
MSFT
+$1.65M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.54M

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
+180
505
$34K 0.01%
174
+18
506
$34K 0.01%
2,072
+21
507
$34K 0.01%
378
+51
508
$34K 0.01%
216
+107
509
$34K 0.01%
432
+50
510
$34K 0.01%
173
+3
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
+2,550
515
$33K 0.01%
261
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516
$33K 0.01%
255
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517
$33K 0.01%
107
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518
$32K 0.01%
650
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519
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311
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520
$32K 0.01%
271
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521
$32K 0.01%
185
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522
$32K 0.01%
363
+181
523
$32K 0.01%
119
+95
524
$32K 0.01%
950
+473
525
$32K 0.01%
195
+63
19 20
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