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
$589M
AUM Growth
+$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$373K
2
+$315K
3
+$280K
4
IRM icon
Iron Mountain
IRM
+$269K
5
NVS icon
Novartis
NVS
+$259K

Top Sells

1
+$746M
2
+$296M
3
+$181M
4
VUG icon
Vanguard Growth ETF
VUG
+$165M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$157M

Sector Composition

1 Technology 13.97%
2 Financials 2.34%
3 Healthcare 2.09%
4 Consumer Discretionary 2.05%
5 Industrials 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.26M 0.38%
9,545
+182
52
$2.15M 0.37%
5,603
-430,941
53
$2M 0.34%
7,094
-102
54
$1.88M 0.32%
11,270
+76
55
$1.86M 0.32%
6,640
+19
56
$1.81M 0.31%
77,091
-18,314
57
$1.77M 0.3%
33,067
-14,395
58
$1.7M 0.29%
32,386
-87
59
$1.53M 0.26%
9,208
-60,145
60
$1.46M 0.25%
31,376
-6,875
61
$1.45M 0.25%
7,237
-19,021
62
$1.45M 0.25%
25,252
-73,231
63
$1.42M 0.24%
7,172
-4,469
64
$1.41M 0.24%
12,830
+43
65
$1.33M 0.23%
2,736
-322,242
66
$1.26M 0.21%
1,419
+356
67
$1.24M 0.21%
3,858
-62
68
$1.24M 0.21%
1,996
-34,329
69
$1.21M 0.21%
6,996
-15,632
70
$1.17M 0.2%
4,218
-34,860
71
$1.14M 0.19%
10,390
-75,279
72
$1.1M 0.19%
1,883
73
$1.09M 0.18%
6,619
-271
74
$1.04M 0.18%
4,720
-25,060
75
$1.04M 0.18%
26,256
-12,780
1 2
3
4 5