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
526
$32K 0.01%
412
+204
527
$32K 0.01%
1,047
+351
528
$32K 0.01%
871
+40
529
$32K 0.01%
205
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530
$31K 0.01%
562
+316
531
$31K 0.01%
8,063
+2,945
532
$31K 0.01%
121
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533
$31K 0.01%
400
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534
$31K 0.01%
340
535
$31K 0.01%
631
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536
$30K 0.01%
288
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537
$30K 0.01%
113
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538
$30K 0.01%
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539
$30K 0.01%
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540
$30K 0.01%
183
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541
$29K 0.01%
262
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542
$29K 0.01%
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548
$29K 0.01%
1,800
549
$29K 0.01%
568
550
$29K 0.01%
235
-115
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