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
851
$9K ﹤0.01%
183
-101
852
$9K ﹤0.01%
39
+1
853
$9K ﹤0.01%
151
854
$9K ﹤0.01%
197
-22
855
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50
856
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30
+15
857
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+260
858
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+134
859
$8K ﹤0.01%
504
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860
$8K ﹤0.01%
79
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861
$8K ﹤0.01%
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$8K ﹤0.01%
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$8K ﹤0.01%
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865
$8K ﹤0.01%
58
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$8K ﹤0.01%
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22
869
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$8K ﹤0.01%
522
871
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872
$8K ﹤0.01%
142
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873
$8K ﹤0.01%
36
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$8K ﹤0.01%
36
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875
$8K ﹤0.01%
42
+10
33 34
35
36 37