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
$280M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,261
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$3.33M
3
+$2.86M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.59M
5
IXN icon
iShares Global Tech ETF
IXN
+$1.41M

Top Sells

1
+$13.9M
2
+$2.26M
3
+$2.01M
4
MSFT icon
Microsoft
MSFT
+$1.61M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.52M

Sector Composition

1 Technology 10.73%
2 Consumer Discretionary 4.16%
3 Financials 3.46%
4 Healthcare 3.2%
5 Communication Services 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$15K 0.01%
548
727
$15K 0.01%
334
+167
728
$14K 0.01%
1,809
-891
729
$14K 0.01%
61
+14
730
$14K 0.01%
1,793
-622
731
$14K 0.01%
82
+11
732
$14K 0.01%
259
733
$14K 0.01%
1,410
+1,351
734
$14K 0.01%
283
+83
735
$14K 0.01%
56
+5
736
$14K 0.01%
+311
737
$14K 0.01%
+632
738
$14K 0.01%
519
+140
739
$14K 0.01%
86
+65
740
$14K 0.01%
34
+27
741
$14K 0.01%
+774
742
$14K 0.01%
+138
743
$14K 0.01%
12,395
744
$14K 0.01%
259
745
$14K 0.01%
210
746
$14K 0.01%
829
+193
747
$14K 0.01%
113
+1
748
$14K 0.01%
544
+22
749
$14K 0.01%
330
+166
750
$14K 0.01%
312
+156
28 29
30
31 32