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
776
$2K ﹤0.01%
51
777
$2K ﹤0.01%
27
778
$2K ﹤0.01%
+14
779
$2K ﹤0.01%
+9
780
$2K ﹤0.01%
41
781
$2K ﹤0.01%
137
782
$2K ﹤0.01%
+12
783
$2K ﹤0.01%
64
784
$2K ﹤0.01%
69
-369
785
$2K ﹤0.01%
25
786
$2K ﹤0.01%
407
+12
787
$2K ﹤0.01%
200
788
$2K ﹤0.01%
34
789
$2K ﹤0.01%
240
+40
790
$1K ﹤0.01%
12
791
$1K ﹤0.01%
+16
792
$1K ﹤0.01%
23
+1
793
$1K ﹤0.01%
78
794
$1K ﹤0.01%
36
-67
795
$1K ﹤0.01%
95
796
$1K ﹤0.01%
41
-101
797
$1K ﹤0.01%
16
798
$1K ﹤0.01%
14
799
$1K ﹤0.01%
16
800
$1K ﹤0.01%
74
30 31
32
33 34