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
51
$816K 0.29%
1,431
+109
52
$813K 0.29%
30,609
+45
53
$801K 0.29%
3,608
+569
54
$773K 0.28%
15,346
+7,864
55
$763K 0.27%
2,287
+355
56
$742K 0.26%
5,520
+400
57
$739K 0.26%
3,676
+6
58
$723K 0.26%
1,658
+304
59
$713K 0.25%
4,259
+3,868
60
$706K 0.25%
3,469
-29
61
$695K 0.25%
12,230
+5,677
62
$692K 0.25%
4,180
+28
63
$692K 0.25%
6,241
+867
64
$680K 0.24%
4,559
+766
65
$649K 0.23%
28,430
+17,470
66
$632K 0.23%
8,606
+1,025
67
$619K 0.22%
3,640
+423
68
$602K 0.21%
29,640
+2,702
69
$595K 0.21%
4,313
70
$593K 0.21%
7,639
+1,720
71
$584K 0.21%
3,613
+2
72
$583K 0.21%
10,858
+2,310
73
$575K 0.21%
12,389
+36
74
$564K 0.2%
3,730
-66
75
$537K 0.19%
3,514
+617
1 2
3
4 5