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
976
$4K ﹤0.01%
18
+9
977
$4K ﹤0.01%
50
978
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15
+4
979
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31
980
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40
+21
981
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28
+14
982
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983
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28
+7
984
$4K ﹤0.01%
128
+96
985
$4K ﹤0.01%
176
986
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+35
987
$4K ﹤0.01%
+38
988
$4K ﹤0.01%
340
989
$4K ﹤0.01%
26
-9
990
$4K ﹤0.01%
+66
991
$4K ﹤0.01%
54
+21
992
$4K ﹤0.01%
400
993
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475
994
$4K ﹤0.01%
200
995
$4K ﹤0.01%
68
+34
996
$4K ﹤0.01%
38
+19
997
$4K ﹤0.01%
66
+33
998
$4K ﹤0.01%
28
999
$4K ﹤0.01%
56
+28
1000
$3K ﹤0.01%
+63
38 39
40
41 42