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
676
$4K ﹤0.01%
10
677
$4K ﹤0.01%
+65
678
$4K ﹤0.01%
69
-2
679
$4K ﹤0.01%
+16
680
$4K ﹤0.01%
166
681
$4K ﹤0.01%
129
-16
682
$4K ﹤0.01%
37
+22
683
$4K ﹤0.01%
80
684
$4K ﹤0.01%
422
+20
685
$4K ﹤0.01%
134
+1
686
$4K ﹤0.01%
146
+5
687
$3K ﹤0.01%
+43
688
$3K ﹤0.01%
+27
689
$3K ﹤0.01%
16
-6
690
$3K ﹤0.01%
+34
691
$3K ﹤0.01%
163
+2
692
$3K ﹤0.01%
26
693
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34
694
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64
695
$3K ﹤0.01%
78
-18
696
$3K ﹤0.01%
+96
697
$3K ﹤0.01%
17
698
$3K ﹤0.01%
+50
699
$3K ﹤0.01%
18
-10
700
$3K ﹤0.01%
+15
26 27
28
29 30