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
901
$6K ﹤0.01%
169
-7
902
$6K ﹤0.01%
8
+4
903
$6K ﹤0.01%
32
904
$6K ﹤0.01%
3,688
+2,481
905
$6K ﹤0.01%
70
+36
906
$6K ﹤0.01%
31
+14
907
$6K ﹤0.01%
38
908
$6K ﹤0.01%
58
+33
909
$6K ﹤0.01%
78
+5
910
$6K ﹤0.01%
160
+13
911
$6K ﹤0.01%
223
+1
912
$6K ﹤0.01%
+42
913
$6K ﹤0.01%
155
914
$6K ﹤0.01%
87
+44
915
$6K ﹤0.01%
52
+25
916
$6K ﹤0.01%
36
917
$6K ﹤0.01%
+96
918
$6K ﹤0.01%
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