LWM

Liberty Wealth Management Portfolio holdings

AUM $800M
1-Year Est. Return 20.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.44%
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%
79
-68
979
$4K ﹤0.01%
128
+96
980
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176
981
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+35
982
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+38
983
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340
984
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26
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985
$4K ﹤0.01%
+66
986
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38
+19
987
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66
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988
$4K ﹤0.01%
28
989
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56
+28
990
$4K ﹤0.01%
400
991
$4K ﹤0.01%
475
992
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993
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68
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994
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50
995
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15
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996
$4K ﹤0.01%
124
997
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40
+21
998
$4K ﹤0.01%
28
+14
999
$4K ﹤0.01%
28
+7
1000
$3K ﹤0.01%
+27
38 39
40
41 42