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
$280M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,261
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$3.33M
3
+$2.86M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.59M
5
IXN icon
iShares Global Tech ETF
IXN
+$1.41M

Top Sells

1
+$13.9M
2
+$2.26M
3
+$2.01M
4
MSFT icon
Microsoft
MSFT
+$1.61M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.52M

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
801
$11K ﹤0.01%
2,000
802
$11K ﹤0.01%
96
+4
803
$11K ﹤0.01%
368
+184
804
$11K ﹤0.01%
162
+37
805
$11K ﹤0.01%
100
806
$11K ﹤0.01%
439
-1,584
807
$11K ﹤0.01%
2,851
+960
808
$11K ﹤0.01%
168
809
$11K ﹤0.01%
44
+42
810
$11K ﹤0.01%
338
+171
811
$11K ﹤0.01%
72
+14
812
$11K ﹤0.01%
1,037
+21
813
$11K ﹤0.01%
200
814
$10K ﹤0.01%
65
+29
815
$10K ﹤0.01%
143
-2
816
$10K ﹤0.01%
74
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817
$10K ﹤0.01%
114
818
$10K ﹤0.01%
43
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819
$10K ﹤0.01%
100
+44
820
$10K ﹤0.01%
109
821
$10K ﹤0.01%
28
+14
822
$10K ﹤0.01%
22
+12
823
$10K ﹤0.01%
156
824
$10K ﹤0.01%
1,000
825
$10K ﹤0.01%
1,353
+410
31 32
33
34 35