LWM

Liberty Wealth Management Portfolio holdings

AUM $775M
1-Year Est. Return 18.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.64%
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
+$3.49M
2
+$3.44M
3
+$2.89M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.63M
5
IXN icon
iShares Global Tech ETF
IXN
+$1.45M

Top Sells

1
+$14.5M
2
+$2.28M
3
+$2.02M
4
MSFT icon
Microsoft
MSFT
+$1.65M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.54M

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
701
$16K 0.01%
262
+70
702
$16K 0.01%
540
703
$16K 0.01%
467
704
$16K 0.01%
700
705
$16K 0.01%
309
+59
706
$16K 0.01%
+709
707
$16K 0.01%
951
708
$16K 0.01%
+1,342
709
$16K 0.01%
219
+14
710
$15K 0.01%
334
+167
711
$15K 0.01%
190
712
$15K 0.01%
200
+100
713
$15K 0.01%
136
+19
714
$15K 0.01%
+459
715
$15K 0.01%
114
+58
716
$15K 0.01%
302
+256
717
$15K 0.01%
470
718
$15K 0.01%
117
+45
719
$15K 0.01%
322
720
$15K 0.01%
200
721
$15K 0.01%
106
+53
722
$15K 0.01%
10
+5
723
$15K 0.01%
66
+33
724
$15K 0.01%
457
+298
725
$15K 0.01%
405
+379
27 28
29
30 31