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
926
$6K ﹤0.01%
92
+50
927
$6K ﹤0.01%
111
928
$6K ﹤0.01%
383
+180
929
$6K ﹤0.01%
91
+33
930
$6K ﹤0.01%
300
931
$6K ﹤0.01%
500
932
$6K ﹤0.01%
118
+59
933
$6K ﹤0.01%
390
+287
934
$6K ﹤0.01%
1,029
+4
935
$5K ﹤0.01%
25
936
$5K ﹤0.01%
1,800
937
$5K ﹤0.01%
91
938
$5K ﹤0.01%
103
+52
939
$5K ﹤0.01%
42
+21
940
$5K ﹤0.01%
19
+1
941
$5K ﹤0.01%
+125
942
$5K ﹤0.01%
7
943
$5K ﹤0.01%
52
944
$5K ﹤0.01%
77
+3
945
$5K ﹤0.01%
38
+19
946
$5K ﹤0.01%
38
+19
947
$5K ﹤0.01%
28
948
$5K ﹤0.01%
92
949
$5K ﹤0.01%
1,171
+1,166
950
$5K ﹤0.01%
147
+40
36 37
38
39 40