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
1026
$3K ﹤0.01%
+92
1027
$3K ﹤0.01%
41
1028
$3K ﹤0.01%
30
+15
1029
$3K ﹤0.01%
28
+26
1030
$3K ﹤0.01%
100
+50
1031
$3K ﹤0.01%
+46
1032
$3K ﹤0.01%
34
1033
$3K ﹤0.01%
67
+1
1034
$3K ﹤0.01%
445
+9
1035
$2K ﹤0.01%
58
+29
1036
$2K ﹤0.01%
53
1037
$2K ﹤0.01%
28
+14
1038
$2K ﹤0.01%
27
-724
1039
$2K ﹤0.01%
29
+16
1040
$2K ﹤0.01%
121
+1
1041
$2K ﹤0.01%
+13
1042
$2K ﹤0.01%
+4
1043
$2K ﹤0.01%
124
+67
1044
$2K ﹤0.01%
+13
1045
$2K ﹤0.01%
28
1046
$2K ﹤0.01%
+94
1047
$2K ﹤0.01%
+213
1048
$2K ﹤0.01%
50
+24
1049
$2K ﹤0.01%
54
1050
$2K ﹤0.01%
505
+12
40 41
42
43 44