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
$600M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$5.25M
2
+$3.87M
3
+$3.79M
4
TSLA icon
Tesla
TSLA
+$2.98M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.66M

Top Sells

1
+$7.01M
2
+$3.29M
3
+$2.34M
4
IGEB icon
iShares Investment Grade Systematic Bond ETF
IGEB
+$1.46M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.11M

Sector Composition

1 Technology 13.32%
2 Consumer Discretionary 2.93%
3 Financials 2.14%
4 Healthcare 1.91%
5 Communication Services 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.55M 0.43%
4,363
-92
52
$2.48M 0.41%
27,923
-1,134
53
$2.3M 0.38%
5,612
+9
54
$2.28M 0.38%
6,656
+16
55
$2.24M 0.37%
43,343
+10,276
56
$2.21M 0.37%
9,202
-343
57
$2.1M 0.35%
11,114
+1,906
58
$1.86M 0.31%
7,332
+238
59
$1.85M 0.31%
37,445
+30,999
60
$1.57M 0.26%
32,681
+295
61
$1.55M 0.26%
13,164
+334
62
$1.51M 0.25%
66,105
-10,986
63
$1.5M 0.25%
7,593
+356
64
$1.46M 0.24%
14,699
+4,309
65
$1.41M 0.24%
2,758
+22
66
$1.37M 0.23%
4,684
+1,553
67
$1.35M 0.22%
3,920
+62
68
$1.31M 0.22%
4,542
+324
69
$1.3M 0.22%
5,608
-46
70
$1.28M 0.21%
7,212
+40
71
$1.27M 0.21%
2,018
+22
72
$1.23M 0.21%
7,344
+348
73
$1.22M 0.2%
1,586
+167
74
$1.19M 0.2%
26,999
+743
75
$1.17M 0.19%
5,300
+580
1 2
3
4 5