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
$205M
AUM Growth
+$429K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,080
New
Increased
Reduced
Closed

Top Buys

1 +$254K
2 +$129K
3 +$54K
4
SVFAU
SVF Investment Corp. Unit
SVFAU
+$13K
5
AFRM icon
Affirm
AFRM
+$12K

Top Sells

1 +$5K
2 +$5K
3 +$3K
4
CHL
China Mobile Limited
CHL
+$2K
5
ATVI
Activision Blizzard
ATVI
+$1.36K

Sector Composition

1 Technology 17.95%
2 Consumer Discretionary 4.08%
3 Financials 3.13%
4 Healthcare 3.01%
5 Communication Services 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$4K ﹤0.01%
76
727
$4K ﹤0.01%
164
728
$4K ﹤0.01%
33
729
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730
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92
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$4K ﹤0.01%
8
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27
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$4K ﹤0.01%
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736
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20
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$4K ﹤0.01%
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$4K ﹤0.01%
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739
$4K ﹤0.01%
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$4K ﹤0.01%
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741
$4K ﹤0.01%
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742
$4K ﹤0.01%
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743
$4K ﹤0.01%
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744
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$4K ﹤0.01%
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$4K ﹤0.01%
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$4K ﹤0.01%
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748
$4K ﹤0.01%
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$4K ﹤0.01%
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750
$3K ﹤0.01%
56