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
776
$3K ﹤0.01%
40
777
$3K ﹤0.01%
108
778
$3K ﹤0.01%
500
779
$3K ﹤0.01%
184
780
$3K ﹤0.01%
79
781
$3K ﹤0.01%
54
782
$3K ﹤0.01%
18
783
$3K ﹤0.01%
48
784
$3K ﹤0.01%
176
785
$3K ﹤0.01%
13
786
$3K ﹤0.01%
27
787
$3K ﹤0.01%
17
788
$3K ﹤0.01%
415
789
$3K ﹤0.01%
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790
$3K ﹤0.01%
42
791
$3K ﹤0.01%
58
792
$3K ﹤0.01%
200
793
$3K ﹤0.01%
80
794
$3K ﹤0.01%
26
795
$2K ﹤0.01%
40
796
$2K ﹤0.01%
43
797
$2K ﹤0.01%
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798
$2K ﹤0.01%
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799
$2K ﹤0.01%
25
800
$2K ﹤0.01%
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