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
826
$1K ﹤0.01%
5
827
$1K ﹤0.01%
11
828
$1K ﹤0.01%
6
829
$1K ﹤0.01%
26
830
$1K ﹤0.01%
12
831
$1K ﹤0.01%
71
+2
832
$1K ﹤0.01%
249
833
$1K ﹤0.01%
+51
834
$1K ﹤0.01%
34
835
$1K ﹤0.01%
15
836
$1K ﹤0.01%
14
837
$1K ﹤0.01%
+30
838
$1K ﹤0.01%
6
839
$1K ﹤0.01%
74
840
$1K ﹤0.01%
26
841
$1K ﹤0.01%
26
842
$1K ﹤0.01%
6
843
$1K ﹤0.01%
933
844
– –
-10
845
– –
0
846
$0 ﹤0.01%
20
847
– –
-38
848
$0 ﹤0.01%
14
849
$0 ﹤0.01%
10
850
$0 ﹤0.01%
+12
32 33
34
35 36