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
$170M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
992
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$1.6M
3
+$1.34M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.05M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$995K

Top Sells

1
+$265K
2
+$121K
3
+$103K
4
T icon
AT&T
T
+$89.6K
5
MSFT icon
Microsoft
MSFT
+$82.7K

Sector Composition

1 Technology 18.08%
2 Consumer Discretionary 3.55%
3 Financials 3.14%
4 Healthcare 2.76%
5 Communication Services 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$3K ﹤0.01%
111
727
$3K ﹤0.01%
27
+1
728
$3K ﹤0.01%
17
729
$3K ﹤0.01%
+8
730
$3K ﹤0.01%
52
731
$3K ﹤0.01%
+42
732
$3K ﹤0.01%
13
733
$3K ﹤0.01%
+20
734
$3K ﹤0.01%
20
735
$3K ﹤0.01%
168
736
$3K ﹤0.01%
+41
737
$2K ﹤0.01%
21
738
$2K ﹤0.01%
+55
739
$2K ﹤0.01%
33
-10
740
$2K ﹤0.01%
43
741
$2K ﹤0.01%
209
+13
742
$2K ﹤0.01%
+100
743
$2K ﹤0.01%
113
+1
744
$2K ﹤0.01%
17
745
$2K ﹤0.01%
31
746
$2K ﹤0.01%
+26
747
$2K ﹤0.01%
7
748
$2K ﹤0.01%
+45
749
$2K ﹤0.01%
597
750
$2K ﹤0.01%
20
-13
28 29
30
31 32