LWM

Liberty Wealth Management Portfolio holdings

AUM $638M
1-Year Est. Return 13.75%
This Quarter Est. Return
1 Year Est. Return
+13.75%
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
51
$510K 0.3%
3,656
-34
52
$503K 0.3%
20,885
+987
53
$498K 0.29%
1,486
+101
54
$496K 0.29%
1,786
-19
55
$484K 0.29%
5,528
+706
56
$483K 0.28%
3,847
-243
57
$476K 0.28%
1,875
+156
58
$462K 0.27%
5,379
+2,412
59
$440K 0.26%
7,397
-608
60
$434K 0.26%
3,732
-71
61
$429K 0.25%
24,785
62
$424K 0.25%
7,717
-119
63
$418K 0.25%
4,007
-119
64
$413K 0.24%
6,115
-10
65
$407K 0.24%
3,343
+508
66
$367K 0.22%
7,083
+2,812
67
$345K 0.2%
2,315
-20
68
$338K 0.2%
5,804
+222
69
$336K 0.2%
4,580
-60
70
$330K 0.19%
9,000
71
$328K 0.19%
3,909
+449
72
$320K 0.19%
6,476
+1,102
73
$299K 0.18%
4,967
+637
74
$284K 0.17%
3,582
-41
75
$278K 0.16%
6,430
+816
1 2
3
4 5