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
$280M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,261
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$3.33M
3
+$2.86M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.59M
5
IXN icon
iShares Global Tech ETF
IXN
+$1.41M

Top Sells

1
+$13.9M
2
+$2.26M
3
+$2.01M
4
MSFT icon
Microsoft
MSFT
+$1.61M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.52M

Sector Composition

1 Technology 10.73%
2 Consumer Discretionary 4.16%
3 Financials 3.46%
4 Healthcare 3.2%
5 Communication Services 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$18K 0.01%
44
+35
677
$18K 0.01%
208
+153
678
$18K 0.01%
+232
679
$18K 0.01%
115
+58
680
$18K 0.01%
73
-3
681
$18K 0.01%
66
+32
682
$18K 0.01%
515
+258
683
$18K 0.01%
352
684
$18K 0.01%
364
+23
685
$18K 0.01%
370
-5
686
$18K 0.01%
236
687
$18K 0.01%
179
+90
688
$18K 0.01%
117
+60
689
$17K 0.01%
36
+34
690
$17K 0.01%
1,394
691
$17K 0.01%
200
692
$17K 0.01%
265
+65
693
$17K 0.01%
61
694
$17K 0.01%
248
+124
695
$17K 0.01%
142
+133
696
$17K 0.01%
746
+115
697
$17K 0.01%
240
+120
698
$17K 0.01%
96
699
$17K 0.01%
262
+79
700
$17K 0.01%
1,200
26 27
28
29 30