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
1026
$3K ﹤0.01%
67
+12
1027
$3K ﹤0.01%
+168
1028
$3K ﹤0.01%
18
+9
1029
$3K ﹤0.01%
65
+47
1030
$3K ﹤0.01%
52
-82
1031
$3K ﹤0.01%
+92
1032
$3K ﹤0.01%
41
1033
$3K ﹤0.01%
30
+15
1034
$3K ﹤0.01%
28
+26
1035
$2K ﹤0.01%
14
+7
1036
$2K ﹤0.01%
+50
1037
$2K ﹤0.01%
24
+12
1038
$2K ﹤0.01%
40
+20
1039
$2K ﹤0.01%
+12
1040
$2K ﹤0.01%
49
+24
1041
$2K ﹤0.01%
34
+17
1042
$2K ﹤0.01%
77
1043
$2K ﹤0.01%
+18
1044
$2K ﹤0.01%
119
+1
1045
$2K ﹤0.01%
104
+52
1046
$2K ﹤0.01%
18
+9
1047
$2K ﹤0.01%
+34
1048
$2K ﹤0.01%
+60
1049
$2K ﹤0.01%
+78
1050
$2K ﹤0.01%
+6
40 41
42
43 44