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
951
$5K ﹤0.01%
871
+865
952
$5K ﹤0.01%
1,125
+1,120
953
$5K ﹤0.01%
51
954
$5K ﹤0.01%
+112
955
$5K ﹤0.01%
210
+18
956
$5K ﹤0.01%
1,215
957
$5K ﹤0.01%
187
958
$5K ﹤0.01%
107
+10
959
$5K ﹤0.01%
52
+26
960
$5K ﹤0.01%
40
+20
961
$4K ﹤0.01%
26
+13
962
$4K ﹤0.01%
62
+31
963
$4K ﹤0.01%
+62
964
$4K ﹤0.01%
500
-100
965
$4K ﹤0.01%
54
+21
966
$4K ﹤0.01%
87
967
$4K ﹤0.01%
129
+73
968
$4K ﹤0.01%
166
969
$4K ﹤0.01%
24
+12
970
$4K ﹤0.01%
28
+14
971
$4K ﹤0.01%
88
+9
972
$4K ﹤0.01%
8
+4
973
$4K ﹤0.01%
32
+16
974
$4K ﹤0.01%
40
+8
975
$4K ﹤0.01%
36
+18
37 38
39
40 41