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
$600M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$5.25M
2
+$3.87M
3
+$3.79M
4
TSLA icon
Tesla
TSLA
+$2.98M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.66M

Top Sells

1
+$7.01M
2
+$3.29M
3
+$2.34M
4
IGEB icon
iShares Investment Grade Systematic Bond ETF
IGEB
+$1.46M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.11M

Sector Composition

1 Technology 13.32%
2 Consumer Discretionary 2.93%
3 Financials 2.14%
4 Healthcare 1.91%
5 Communication Services 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.13M 0.19%
1,883
77
$1.1M 0.18%
4,589
+105
78
$1.02M 0.17%
5,491
+34
79
$973K 0.16%
17,234
+910
80
$967K 0.16%
3,584
+13
81
$922K 0.15%
2,369
+46
82
$903K 0.15%
12,855
-43
83
$892K 0.15%
1,522
-7
84
$849K 0.14%
7,621
+44
85
$807K 0.13%
881
+150
86
$763K 0.13%
7,091
+2,177
87
$752K 0.13%
10,907
-619
88
$750K 0.13%
33,780
89
$742K 0.12%
1,528
-32
90
$738K 0.12%
8,283
+513
91
$730K 0.12%
32,164
+18,559
92
$712K 0.12%
17,207
+167
93
$712K 0.12%
6,889
-140
94
$695K 0.12%
2,990
-84
95
$677K 0.11%
5,875
+19
96
$663K 0.11%
2,545
+62
97
$652K 0.11%
8,620
+417
98
$631K 0.11%
1,419
-17
99
$627K 0.1%
7,046
-493
100
$609K 0.1%
1,821
+923
2 3
4
5 6