LWM

Liberty Wealth Management Portfolio holdings

AUM $775M
1-Year Est. Return 18.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.64%
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
+$3.49M
2
+$3.44M
3
+$2.89M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.63M
5
IXN icon
iShares Global Tech ETF
IXN
+$1.45M

Top Sells

1
+$14.5M
2
+$2.28M
3
+$2.02M
4
MSFT icon
Microsoft
MSFT
+$1.65M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.54M

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%
48
+24
752
$13K ﹤0.01%
286
+143
753
$13K ﹤0.01%
771
+13
754
$13K ﹤0.01%
184
+27
755
$13K ﹤0.01%
228
+1
756
$13K ﹤0.01%
+392
757
$13K ﹤0.01%
104
758
$13K ﹤0.01%
336
759
$13K ﹤0.01%
91
+11
760
$13K ﹤0.01%
101
+27
761
$13K ﹤0.01%
192
762
$13K ﹤0.01%
126
-1
763
$13K ﹤0.01%
233
+78
764
$13K ﹤0.01%
157
+15
765
$13K ﹤0.01%
383
-1,092
766
$13K ﹤0.01%
414
+7
767
$13K ﹤0.01%
196
+100
768
$13K ﹤0.01%
243
+121
769
$13K ﹤0.01%
501
+1
770
$13K ﹤0.01%
92
+46
771
$13K ﹤0.01%
114
+82
772
$13K ﹤0.01%
160
773
$13K ﹤0.01%
301
+200
774
$13K ﹤0.01%
46
-12
775
$13K ﹤0.01%
450
+145
29 30
31
32 33