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
$280M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,261
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$3.33M
3
+$2.86M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.59M
5
IXN icon
iShares Global Tech ETF
IXN
+$1.41M

Top Sells

1
+$13.9M
2
+$2.26M
3
+$2.01M
4
MSFT icon
Microsoft
MSFT
+$1.61M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.52M

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
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220
881
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267
+3
882
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195
+5
883
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42
884
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81
+13
885
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81
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886
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448
887
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200
888
$7K ﹤0.01%
86
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890
$7K ﹤0.01%
46
891
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895
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896
$7K ﹤0.01%
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897
$7K ﹤0.01%
300
898
$7K ﹤0.01%
219
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899
$6K ﹤0.01%
114
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900
$6K ﹤0.01%
89
+1
34 35
36
37 38