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
826
$10K ﹤0.01%
1,000
827
$10K ﹤0.01%
392
+201
828
$10K ﹤0.01%
1,353
+410
829
$10K ﹤0.01%
300
830
$10K ﹤0.01%
74
831
$9K ﹤0.01%
234
+118
832
$9K ﹤0.01%
250
833
$9K ﹤0.01%
241
834
$9K ﹤0.01%
59
+35
835
$9K ﹤0.01%
14
+7
836
$9K ﹤0.01%
+338
837
$9K ﹤0.01%
+282
838
$9K ﹤0.01%
200
839
$9K ﹤0.01%
130
+65
840
$9K ﹤0.01%
79
+35
841
$9K ﹤0.01%
346
842
$9K ﹤0.01%
52
+16
843
$9K ﹤0.01%
136
+110
844
$9K ﹤0.01%
154
+78
845
$9K ﹤0.01%
3,062
+1,535
846
$9K ﹤0.01%
147
847
$9K ﹤0.01%
60
+30
848
$9K ﹤0.01%
100
849
$9K ﹤0.01%
326
+163
850
$9K ﹤0.01%
321
+15
32 33
34
35 36