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
601
$6K ﹤0.01%
89
+1
602
$6K ﹤0.01%
122
603
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182
+1
604
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137
+99
605
$6K ﹤0.01%
250
-250
606
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+250
607
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75
608
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256
609
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203
610
$6K ﹤0.01%
1,759
+1,104
611
$6K ﹤0.01%
57
+12
612
$6K ﹤0.01%
518
613
$5K ﹤0.01%
175
614
$5K ﹤0.01%
951
615
$5K ﹤0.01%
37
616
$5K ﹤0.01%
44
-78
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$5K ﹤0.01%
89
618
$5K ﹤0.01%
+50
619
$5K ﹤0.01%
166
-4
620
$5K ﹤0.01%
181
+1
621
$5K ﹤0.01%
46
-4
622
$5K ﹤0.01%
44
623
$5K ﹤0.01%
105
+1
624
$5K ﹤0.01%
52
+1
625
$5K ﹤0.01%
+44
23 24
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