LWM

Liberty Wealth Management Portfolio holdings

AUM $800M
1-Year Est. Return 20.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$205M
AUM Growth
+$429K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,080
New
Increased
Reduced
Closed

Top Buys

1
+$254K
2
+$128K
3
+$57.7K
4
SVFAU
SVF Investment Corp. Unit
SVFAU
+$12.6K
5
AFRM icon
Affirm
AFRM
+$9.72K

Top Sells

1
+$5K
2
+$5K
3
+$2K
4
APH icon
Amphenol
APH
+$1.88K
5
ATVI
Activision Blizzard
ATVI
+$1.32K

Sector Composition

1 Technology 17.94%
2 Consumer Discretionary 4.08%
3 Financials 3.13%
4 Healthcare 3.01%
5 Communication Services 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
– –
-5
952
$0 ﹤0.01%
15
953
– –
-100
954
– –
-1
955
$0 ﹤0.01%
2
956
$0 ﹤0.01%
11
957
– –
-2
958
– –
0
959
– –
-3
960
– –
-2
961
$0 ﹤0.01%
2
962
$0 ﹤0.01%
3
963
$0 ﹤0.01%
119
964
$0 ﹤0.01%
11
965
– –
-1
966
– –
-117
967
$0 ﹤0.01%
12
968
$0 ﹤0.01%
11
969
$0 ﹤0.01%
9
970
– –
-2
971
$0 ﹤0.01%
13
972
$0 ﹤0.01%
20
973
$0 ﹤0.01%
8
974
– –
-3
975
$0 ﹤0.01%
11
37 38
39
40 41