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
626
$5K ﹤0.01%
235
+21
627
$5K ﹤0.01%
1,482
+505
628
$5K ﹤0.01%
77
629
$5K ﹤0.01%
58
+1
630
$5K ﹤0.01%
117
631
$5K ﹤0.01%
24
632
$5K ﹤0.01%
377
-74
633
$5K ﹤0.01%
195
634
$5K ﹤0.01%
+140
635
$5K ﹤0.01%
29
+4
636
$5K ﹤0.01%
100
637
$5K ﹤0.01%
+114
638
$5K ﹤0.01%
35
639
$5K ﹤0.01%
22
+18
640
$5K ﹤0.01%
93
+4
641
$5K ﹤0.01%
236
+5
642
$5K ﹤0.01%
249
643
$5K ﹤0.01%
+162
644
$5K ﹤0.01%
152
+1
645
$5K ﹤0.01%
140
+45
646
$5K ﹤0.01%
590
+6
647
$4K ﹤0.01%
888
+527
648
$4K ﹤0.01%
7
649
$4K ﹤0.01%
+50
650
$4K ﹤0.01%
+77