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
1001
$3K ﹤0.01%
605
+4
1002
$3K ﹤0.01%
40
+10
1003
$3K ﹤0.01%
100
+50
1004
$3K ﹤0.01%
+46
1005
$3K ﹤0.01%
67
+1
1006
$3K ﹤0.01%
445
+9
1007
$3K ﹤0.01%
34
1008
$3K ﹤0.01%
25
1009
$3K ﹤0.01%
292
1010
$3K ﹤0.01%
+27
1011
$3K ﹤0.01%
+63
1012
$3K ﹤0.01%
+91
1013
$3K ﹤0.01%
120
1014
$3K ﹤0.01%
+144
1015
$3K ﹤0.01%
500
1016
$3K ﹤0.01%
+157
1017
$3K ﹤0.01%
+21
1018
$3K ﹤0.01%
108
1019
$3K ﹤0.01%
161
1020
$3K ﹤0.01%
30
+15
1021
$3K ﹤0.01%
126
+1
1022
$3K ﹤0.01%
+55
1023
$3K ﹤0.01%
22
+11
1024
$3K ﹤0.01%
33
1025
$3K ﹤0.01%
+16
39 40
41
42 43