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
$205M
AUM Growth
+$429K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,080
New
Increased
Reduced
Closed

Top Buys

1
+$254K
2
+$128K
3
+$57.7K
4
SVFAU
SVF Investment Corp. Unit
SVFAU
+$12.6K
5
AFRM icon
Affirm
AFRM
+$9.72K

Top Sells

1
+$5K
2
+$5K
3
+$2K
4
APH icon
Amphenol
APH
+$1.88K
5
ATVI
Activision Blizzard
ATVI
+$1.32K

Sector Composition

1 Technology 17.94%
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
776
$3K ﹤0.01%
27
777
$3K ﹤0.01%
77
778
$3K ﹤0.01%
21
779
$3K ﹤0.01%
73
780
$3K ﹤0.01%
38
781
$3K ﹤0.01%
170
782
$3K ﹤0.01%
79
783
$3K ﹤0.01%
54
784
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18
785
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48
786
$3K ﹤0.01%
176
787
$3K ﹤0.01%
13
788
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27
789
$3K ﹤0.01%
17
790
$3K ﹤0.01%
415
791
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65
792
$3K ﹤0.01%
200
793
$3K ﹤0.01%
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795
$2K ﹤0.01%
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796
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797
$2K ﹤0.01%
12
798
$2K ﹤0.01%
33
799
$2K ﹤0.01%
87
800
$2K ﹤0.01%
56
30 31
32
33 34