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
776
$13K ﹤0.01%
909
+134
777
$13K ﹤0.01%
60
+27
778
$13K ﹤0.01%
215
+30
779
$13K ﹤0.01%
807
+572
780
$12K ﹤0.01%
184
+89
781
$12K ﹤0.01%
2,452
+40
782
$12K ﹤0.01%
220
783
$12K ﹤0.01%
113
+1
784
$12K ﹤0.01%
295
785
$12K ﹤0.01%
116
786
$12K ﹤0.01%
300
787
$12K ﹤0.01%
318
+56
788
$12K ﹤0.01%
88
+44
789
$12K ﹤0.01%
123
+36
790
$12K ﹤0.01%
168
+49
791
$12K ﹤0.01%
200
792
$12K ﹤0.01%
46
+21
793
$12K ﹤0.01%
25
794
$12K ﹤0.01%
27
+25
795
$12K ﹤0.01%
83
+8
796
$12K ﹤0.01%
185
+1
797
$12K ﹤0.01%
70
798
$12K ﹤0.01%
807
+265
799
$12K ﹤0.01%
156
800
$11K ﹤0.01%
48
30 31
32
33 34