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
751
$2K ﹤0.01%
25
752
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53
753
$2K ﹤0.01%
+57
754
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+23
755
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+35
756
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11
-2
757
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115
+1
758
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12
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760
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12
761
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+20
762
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69
763
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87
764
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134
+2
765
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184
+178
766
$2K ﹤0.01%
100
767
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168
-375
768
$2K ﹤0.01%
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769
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+21
770
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+5
771
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+20
772
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+19
773
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+6
774
$2K ﹤0.01%
44
775
$2K ﹤0.01%
12
29 30
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32 33