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
76
$533K 0.19%
3,245
+458
77
$531K 0.19%
11,542
+60
78
$530K 0.19%
9,696
-8,581
79
$497K 0.18%
1,745
+989
80
$492K 0.18%
9,238
+6
81
$479K 0.17%
5,879
+2,918
82
$470K 0.17%
1,133
+447
83
$446K 0.16%
9,979
+2,136
84
$442K 0.16%
2,518
-12,857
85
$438K 0.16%
5,922
+3,180
86
$428K 0.15%
2,060
+110
87
$413K 0.15%
6,762
+419
88
$411K 0.15%
3,447
+384
89
$408K 0.15%
3,704
+2,526
90
$408K 0.15%
6,839
+1,791
91
$405K 0.14%
9,000
92
$395K 0.14%
1,886
+479
93
$391K 0.14%
6,227
-4,297
94
$389K 0.14%
4,377
+1,372
95
$387K 0.14%
7,318
+617
96
$377K 0.13%
2,334
+64
97
$374K 0.13%
21,564
+21,498
98
$373K 0.13%
1,346
+395
99
$372K 0.13%
2,317
+943
100
$369K 0.13%
6,088
+1,813
2 3
4
5 6