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
826
$2K ﹤0.01%
11
827
$2K ﹤0.01%
31
828
$2K ﹤0.01%
19
829
$2K ﹤0.01%
32
830
$2K ﹤0.01%
484
831
$2K ﹤0.01%
42
832
$2K ﹤0.01%
69
833
$2K ﹤0.01%
6
834
$2K ﹤0.01%
202
835
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13
836
$2K ﹤0.01%
19
837
$2K ﹤0.01%
65
838
$2K ﹤0.01%
40
+10
839
$2K ﹤0.01%
13
840
$2K ﹤0.01%
421
841
$2K ﹤0.01%
16
842
$2K ﹤0.01%
34
843
$2K ﹤0.01%
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844
$2K ﹤0.01%
32
845
$2K ﹤0.01%
40
846
$2K ﹤0.01%
25
847
$2K ﹤0.01%
14
848
$1K ﹤0.01%
31
849
$1K ﹤0.01%
53
850
$1K ﹤0.01%
4
+1
32 33
34
35 36