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
576
$11K 0.01%
336
577
$11K 0.01%
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578
$11K 0.01%
204
579
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580
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100
581
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582
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53
584
$11K 0.01%
156
585
$10K ﹤0.01%
110
586
$10K ﹤0.01%
2,455
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587
$10K ﹤0.01%
600
+4
588
$10K ﹤0.01%
122
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$10K ﹤0.01%
117
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592
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593
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594
$10K ﹤0.01%
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$10K ﹤0.01%
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$10K ﹤0.01%
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$10K ﹤0.01%
602
598
$10K ﹤0.01%
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599
$10K ﹤0.01%
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600
$10K ﹤0.01%
446
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