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
$589M
AUM Growth
+$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$373K
2
+$315K
3
+$280K
4
IRM icon
Iron Mountain
IRM
+$269K
5
NVS icon
Novartis
NVS
+$259K

Top Sells

1
+$746M
2
+$296M
3
+$181M
4
VUG icon
Vanguard Growth ETF
VUG
+$165M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$157M

Sector Composition

1 Technology 13.97%
2 Financials 2.34%
3 Healthcare 2.09%
4 Consumer Discretionary 2.05%
5 Industrials 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$975K 0.17%
5,654
-74,306
77
$952K 0.16%
5,457
+45
78
$945K 0.16%
4,484
-46,892
79
$944K 0.16%
16,324
+378
80
$941K 0.16%
2,323
-13,840
81
$940K 0.16%
3,571
+7
82
$912K 0.16%
1,560
-11,653
83
$887K 0.15%
8,028
-15,390
84
$877K 0.15%
1,529
-26,433
85
$866K 0.15%
3,131
+265
86
$808K 0.14%
33,780
87
$800K 0.14%
2,483
-9,079
88
$792K 0.13%
5,519
-9
89
$778K 0.13%
11,526
+1,562
90
$757K 0.13%
7,770
+115
91
$744K 0.13%
1,436
-571,209
92
$740K 0.13%
5,866
-71
93
$729K 0.12%
7,577
-9,308
94
$729K 0.12%
12,898
+748
95
$716K 0.12%
17,040
+468
96
$694K 0.12%
3,074
+303
97
$687K 0.12%
7,539
-24,752
98
$686K 0.12%
8,203
99
$685K 0.12%
5,856
-238,132
100
$678K 0.12%
7,029
-405,144
2 3
4
5 6