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
901
$6K ﹤0.01%
169
-7
902
$6K ﹤0.01%
8
+4
903
$6K ﹤0.01%
87
+44
904
$6K ﹤0.01%
32
905
$6K ﹤0.01%
3,688
+2,481
906
$6K ﹤0.01%
70
+36
907
$6K ﹤0.01%
31
+14
908
$6K ﹤0.01%
38
909
$6K ﹤0.01%
58
+33
910
$6K ﹤0.01%
78
+5
911
$6K ﹤0.01%
160
+13
912
$6K ﹤0.01%
223
+1
913
$6K ﹤0.01%
+42
914
$6K ﹤0.01%
155
915
$6K ﹤0.01%
52
+25
916
$6K ﹤0.01%
36
917
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+96
918
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26
+5
919
$6K ﹤0.01%
91
+18
920
$6K ﹤0.01%
1,054
+529
921
$6K ﹤0.01%
220
+120
922
$6K ﹤0.01%
49
+14
923
$6K ﹤0.01%
56
+28
924
$6K ﹤0.01%
64
+32
925
$6K ﹤0.01%
89
+42
35 36
37
38 39