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
701
$3K ﹤0.01%
86
-16
702
$3K ﹤0.01%
50
703
$3K ﹤0.01%
+26
704
$3K ﹤0.01%
+84
705
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18
706
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199
707
$3K ﹤0.01%
65
708
$3K ﹤0.01%
83
709
$3K ﹤0.01%
290
-9
710
$3K ﹤0.01%
10
+5
711
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+15
712
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+116
713
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188
+5
714
$3K ﹤0.01%
+120
715
$3K ﹤0.01%
+83
716
$3K ﹤0.01%
500
+150
717
$3K ﹤0.01%
51
+5
718
$3K ﹤0.01%
+52
719
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+32
720
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648
-877
721
$3K ﹤0.01%
+32
722
$3K ﹤0.01%
108
723
$3K ﹤0.01%
105
724
$3K ﹤0.01%
251
725
$3K ﹤0.01%
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