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
751
$3K ﹤0.01%
166
752
$3K ﹤0.01%
51
753
$3K ﹤0.01%
36
754
$3K ﹤0.01%
32
755
$3K ﹤0.01%
108
756
$3K ﹤0.01%
84
757
$3K ﹤0.01%
104
758
$3K ﹤0.01%
79
759
$3K ﹤0.01%
27
760
$3K ﹤0.01%
77
761
$3K ﹤0.01%
21
762
$3K ﹤0.01%
73
763
$3K ﹤0.01%
38
764
$3K ﹤0.01%
170
765
$3K ﹤0.01%
597
766
$3K ﹤0.01%
55
+4
767
$3K ﹤0.01%
290
768
$3K ﹤0.01%
15
769
$3K ﹤0.01%
58
-58
770
$3K ﹤0.01%
84
771
$3K ﹤0.01%
35
772
$3K ﹤0.01%
18
773
$3K ﹤0.01%
16
774
$3K ﹤0.01%
120
775
$3K ﹤0.01%
17
29 30
31
32 33