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
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%
54
+21
962
$4K ﹤0.01%
28
+14
963
$4K ﹤0.01%
88
+9
964
$4K ﹤0.01%
8
+4
965
$4K ﹤0.01%
32
+16
966
$4K ﹤0.01%
40
+8
967
$4K ﹤0.01%
36
+18
968
$4K ﹤0.01%
37
-22
969
$4K ﹤0.01%
400
970
$4K ﹤0.01%
475
971
$4K ﹤0.01%
200
972
$4K ﹤0.01%
62
+31
973
$4K ﹤0.01%
+62
974
$4K ﹤0.01%
500
-100
975
$4K ﹤0.01%
87
37 38
39
40 41