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
751
$13K ﹤0.01%
286
+143
752
$13K ﹤0.01%
771
+13
753
$13K ﹤0.01%
184
+27
754
$13K ﹤0.01%
228
+1
755
$13K ﹤0.01%
+392
756
$13K ﹤0.01%
104
757
$13K ﹤0.01%
215
+30
758
$13K ﹤0.01%
807
+572
759
$13K ﹤0.01%
336
760
$13K ﹤0.01%
91
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761
$13K ﹤0.01%
101
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762
$13K ﹤0.01%
192
763
$13K ﹤0.01%
126
-1
764
$13K ﹤0.01%
233
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765
$13K ﹤0.01%
157
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766
$13K ﹤0.01%
383
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767
$13K ﹤0.01%
414
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768
$13K ﹤0.01%
196
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769
$13K ﹤0.01%
243
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770
$13K ﹤0.01%
501
+1
771
$13K ﹤0.01%
92
+46
772
$13K ﹤0.01%
48
+24
773
$13K ﹤0.01%
114
+82
774
$13K ﹤0.01%
160
775
$13K ﹤0.01%
301
+200
29 30
31
32 33