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
526
$10K 0.01%
111
+1
527
$10K 0.01%
201
+1
528
$10K 0.01%
222
529
$10K 0.01%
38
530
$9K 0.01%
163
-17
531
$9K 0.01%
120
532
$9K 0.01%
53
-1
533
$9K 0.01%
200
534
$9K 0.01%
28
-17
535
$9K 0.01%
262
+141
536
$9K 0.01%
8
+1
537
$9K 0.01%
398
-83
538
$9K 0.01%
202
539
$9K 0.01%
294
+105
540
$9K 0.01%
+179
541
$9K 0.01%
405
-5
542
$9K 0.01%
92
543
$9K 0.01%
1,014
+17
544
$9K 0.01%
+300
545
$9K 0.01%
74
546
$9K 0.01%
151
547
$8K ﹤0.01%
128
+1
548
$8K ﹤0.01%
96
-5
549
$8K ﹤0.01%
100
550
$8K ﹤0.01%
844
-156
20 21
22
23 24