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
$205M
AUM Growth
+$429K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,080
New
Increased
Reduced
Closed

Top Buys

1 +$254K
2 +$129K
3 +$54K
4
SVFAU
SVF Investment Corp. Unit
SVFAU
+$13K
5
AFRM icon
Affirm
AFRM
+$12K

Top Sells

1 +$5K
2 +$5K
3 +$3K
4
CHL
China Mobile Limited
CHL
+$2K
5
ATVI
Activision Blizzard
ATVI
+$1.36K

Sector Composition

1 Technology 17.95%
2 Consumer Discretionary 4.08%
3 Financials 3.13%
4 Healthcare 3.01%
5 Communication Services 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$12K 0.01%
156
552
$12K 0.01%
153
553
$12K 0.01%
225
554
$12K 0.01%
181
555
$12K 0.01%
249
556
$12K 0.01%
261
557
$12K 0.01%
345
558
$12K 0.01%
200
559
$12K 0.01%
335
560
$12K 0.01%
111
561
$12K 0.01%
38
562
$12K 0.01%
+100
563
$12K 0.01%
369
564
$12K 0.01%
1,269
565
$11K 0.01%
220
566
$11K 0.01%
418
567
$11K 0.01%
745
568
$11K 0.01%
466
569
$11K 0.01%
735
570
$11K 0.01%
336
571
$11K 0.01%
117
572
$11K 0.01%
298
573
$11K 0.01%
124
574
$11K 0.01%
341
575
$11K 0.01%
1,157