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
651
$7K ﹤0.01%
55
652
$7K ﹤0.01%
500
653
$7K ﹤0.01%
106
654
$7K ﹤0.01%
70
655
$7K ﹤0.01%
50
656
$7K ﹤0.01%
45
657
$7K ﹤0.01%
632
658
$7K ﹤0.01%
150
659
$7K ﹤0.01%
1,090
660
$7K ﹤0.01%
152
661
$7K ﹤0.01%
135
662
$7K ﹤0.01%
250
663
$7K ﹤0.01%
270
664
$7K ﹤0.01%
130
665
$7K ﹤0.01%
155
666
$7K ﹤0.01%
290
667
$7K ﹤0.01%
173
668
$7K ﹤0.01%
49
669
$7K ﹤0.01%
35
670
$7K ﹤0.01%
157
671
$6K ﹤0.01%
28
672
$6K ﹤0.01%
52
673
$6K ﹤0.01%
95
674
$6K ﹤0.01%
117
675
$6K ﹤0.01%
377