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
876
$8K ﹤0.01%
48
+24
877
$8K ﹤0.01%
+54
878
$8K ﹤0.01%
84
-78
879
$8K ﹤0.01%
46
-297
880
$8K ﹤0.01%
220
881
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218
+109
882
$7K ﹤0.01%
86
-89
883
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+130
884
$7K ﹤0.01%
46
885
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405
+398
886
$7K ﹤0.01%
117
887
$7K ﹤0.01%
86
+13
888
$7K ﹤0.01%
70
889
$7K ﹤0.01%
+94
890
$7K ﹤0.01%
300
891
$7K ﹤0.01%
219
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892
$7K ﹤0.01%
267
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195
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894
$7K ﹤0.01%
42
895
$7K ﹤0.01%
81
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896
$7K ﹤0.01%
81
-23
897
$7K ﹤0.01%
448
898
$7K ﹤0.01%
200
899
$6K ﹤0.01%
114
+30
900
$6K ﹤0.01%
89
+1
34 35
36
37 38