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
$205M
AUM Growth
+$429K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,080
New
Increased
Reduced
Closed

Top Buys

1
+$254K
2
+$129K
3
+$54K
4
SVFAU
SVF Investment Corp. Unit
SVFAU
+$13K
5
AFRM icon
Affirm
AFRM
+$12K

Top Sells

1
+$5K
2
+$5K
3
+$3K
4
CHL
China Mobile Limited
CHL
+$2K
5
ATVI
Activision Blizzard
ATVI
+$1.36K

Sector Composition

1 Technology 17.95%
2 Consumer Discretionary 4.08%
3 Financials 3.13%
4 Healthcare 3.01%
5 Communication Services 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$620K 0.3%
10,086
52
$611K 0.3%
20,393
53
$611K 0.3%
3,082
54
$587K 0.29%
3,609
55
$581K 0.28%
3,496
56
$554K 0.27%
6,115
57
$538K 0.26%
1,430
58
$527K 0.26%
3,901
59
$523K 0.26%
5,309
60
$517K 0.25%
4,493
61
$513K 0.25%
3,784
62
$512K 0.25%
11,451
63
$511K 0.25%
1,893
64
$509K 0.25%
5,380
65
$479K 0.23%
8,829
66
$459K 0.22%
8,105
67
$446K 0.22%
1,857
68
$427K 0.21%
6,877
69
$426K 0.21%
1,324
70
$411K 0.2%
9,698
71
$401K 0.2%
2,566
72
$400K 0.2%
4,610
73
$394K 0.19%
5,337
74
$393K 0.19%
1,267
75
$393K 0.19%
2,873
1 2
3
4 5