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
551
$8K ﹤0.01%
367
+3
552
$8K ﹤0.01%
407
+212
553
$8K ﹤0.01%
285
+155
554
$8K ﹤0.01%
98
555
$8K ﹤0.01%
92
556
$8K ﹤0.01%
37
+5
557
$8K ﹤0.01%
466
+43
558
$8K ﹤0.01%
124
+50
559
$8K ﹤0.01%
957
-1,783
560
$8K ﹤0.01%
160
+5
561
$8K ﹤0.01%
70
562
$8K ﹤0.01%
154
+1
563
$8K ﹤0.01%
51
564
$8K ﹤0.01%
341
565
$7K ﹤0.01%
206
566
$7K ﹤0.01%
241
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567
$7K ﹤0.01%
671
+289
568
$7K ﹤0.01%
131
+1
569
$7K ﹤0.01%
155
570
$7K ﹤0.01%
180
571
$7K ﹤0.01%
59
-19
572
$7K ﹤0.01%
34
573
$7K ﹤0.01%
145
574
$7K ﹤0.01%
284
+112
575
$7K ﹤0.01%
298
+6