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
$2.3M
AUM Growth
-$278M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,230
New
Increased
Reduced
Closed

Top Buys

1
+$63K
2
+$1.71K
3
+$310
4
AAPL icon
Apple
AAPL
+$273
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$272

Top Sells

1
+$24.6M
2
+$17.6M
3
+$11.2M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$11M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$9.11M

Sector Composition

1 Technology 1.3%
2 Consumer Discretionary 0.53%
3 Financials 0.27%
4 Communication Services 0.26%
5 Healthcare 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.09K 0.09%
24
-4,176
52
– –
-4,855
53
$1.97K 0.09%
22,549
+6
54
– –
-16,248
55
– –
-22,346
56
$1.71K 0.07%
+33,780
57
– –
-5,106
58
$1.59K 0.07%
5
-3,635
59
$1.5K 0.07%
9,688
+33
60
$1.49K 0.06%
10,280
-80
61
$1.32K 0.06%
9,718
-369
62
$1.26K 0.05%
3,757
-47
63
$1.18K 0.05%
1,926
-25
64
$1.1K 0.05%
1,706
+1
65
– –
-8,010
66
– –
-30,609
67
– –
-4,030
68
– –
-11,809
69
$943 0.04%
5,762
-191
70
$890 0.04%
20,020
-2,685
71
$855 0.04%
35
-59
72
– –
-4,534
73
$845 0.04%
3
-43
74
– –
-3,676
75
$787 0.03%
3,711
-19
1 2
3
4 5