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
$205M
AUM Growth
+$429K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,080
New
Increased
Reduced
Closed

Top Buys

1
+$254K
2
+$129K
3
+$54K
4
SVFAU
SVF Investment Corp. Unit
SVFAU
+$13K
5
AFRM icon
Affirm
AFRM
+$12K

Top Sells

1
+$5K
2
+$5K
3
+$3K
4
CHL
China Mobile Limited
CHL
+$2K
5
ATVI
Activision Blizzard
ATVI
+$1.36K

Sector Composition

1 Technology 17.95%
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
76
$386K 0.19%
2,980
77
$371K 0.18%
2,281
78
$367K 0.18%
6,308
79
$361K 0.18%
6,822
80
$355K 0.17%
6,227
81
$344K 0.17%
8,997
-3
82
$342K 0.17%
3,022
-10
83
$313K 0.15%
6,473
84
$291K 0.14%
9,736
85
$279K 0.14%
2,438
86
$269K 0.13%
1,376
87
$267K 0.13%
2,461
88
$264K 0.13%
3,237
89
$262K 0.13%
2,215
90
$254K 0.12%
+12,500
91
$252K 0.12%
2,160
92
$247K 0.12%
1,345
93
$244K 0.12%
5,382
94
$238K 0.12%
6,652
95
$237K 0.12%
2,724
96
$232K 0.11%
2,809
97
$227K 0.11%
5,625
98
$226K 0.11%
1,388
99
$222K 0.11%
1,119
100
$217K 0.11%
2,994
2 3
4
5 6