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
526
$32K 0.01%
412
+204
527
$32K 0.01%
1,047
+351
528
$32K 0.01%
871
+40
529
$32K 0.01%
205
+162
530
$31K 0.01%
562
+316
531
$31K 0.01%
7,828
+2,859
532
$31K 0.01%
121
+113
533
$31K 0.01%
400
+196
534
$31K 0.01%
340
535
$31K 0.01%
631
+561
536
$30K 0.01%
1,600
537
$30K 0.01%
1,632
538
$30K 0.01%
183
+147
539
$30K 0.01%
288
+268
540
$30K 0.01%
113
+106
541
$29K 0.01%
1,800
542
$29K 0.01%
262
+27
543
$29K 0.01%
+888
544
$29K 0.01%
+207
545
$29K 0.01%
+391
546
$29K 0.01%
343
+283
547
$29K 0.01%
245
+192
548
$29K 0.01%
+500
549
$29K 0.01%
568
550
$29K 0.01%
235
-115
20 21
22
23 24