LWM

Liberty Wealth Management Portfolio holdings

AUM $775M
1-Year Est. Return 18.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.64%
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
+$3.49M
2
+$3.44M
3
+$2.89M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.63M
5
IXN icon
iShares Global Tech ETF
IXN
+$1.45M

Top Sells

1
+$14.5M
2
+$2.28M
3
+$2.02M
4
MSFT icon
Microsoft
MSFT
+$1.65M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.54M

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%
37
-22
977
$4K ﹤0.01%
18
+9
978
$4K ﹤0.01%
68
+34
979
$4K ﹤0.01%
50
980
$4K ﹤0.01%
15
+4
981
$4K ﹤0.01%
31
982
$4K ﹤0.01%
40
+21
983
$4K ﹤0.01%
28
+14
984
$4K ﹤0.01%
79
-68
985
$4K ﹤0.01%
28
+7
986
$4K ﹤0.01%
128
+96
987
$4K ﹤0.01%
176
988
$4K ﹤0.01%
+35
989
$4K ﹤0.01%
+38
990
$4K ﹤0.01%
340
991
$4K ﹤0.01%
26
-9
992
$4K ﹤0.01%
+66
993
$4K ﹤0.01%
38
+19
994
$4K ﹤0.01%
66
+33
995
$4K ﹤0.01%
28
996
$4K ﹤0.01%
56
+28
997
$4K ﹤0.01%
400
998
$4K ﹤0.01%
475
999
$4K ﹤0.01%
200
1000
$3K ﹤0.01%
+27
38 39
40
41 42