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
651
$4K ﹤0.01%
64
652
$4K ﹤0.01%
47
653
$4K ﹤0.01%
117
654
$4K ﹤0.01%
1,346
655
$4K ﹤0.01%
932
+17
656
$4K ﹤0.01%
42
657
$4K ﹤0.01%
+16
658
$4K ﹤0.01%
170
+24
659
$4K ﹤0.01%
146
-148
660
$4K ﹤0.01%
27
661
$4K ﹤0.01%
103
662
$4K ﹤0.01%
44
663
$4K ﹤0.01%
12
-9
664
$4K ﹤0.01%
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665
$4K ﹤0.01%
67
666
$4K ﹤0.01%
183
667
$4K ﹤0.01%
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$4K ﹤0.01%
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669
$4K ﹤0.01%
55
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$4K ﹤0.01%
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$4K ﹤0.01%
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$4K ﹤0.01%
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673
$4K ﹤0.01%
268
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$4K ﹤0.01%
228
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675
$4K ﹤0.01%
140
+90
25 26
27
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