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
1076
$2K ﹤0.01%
+60
1077
$2K ﹤0.01%
+78
1078
$2K ﹤0.01%
+6
1079
$2K ﹤0.01%
82
+41
1080
$2K ﹤0.01%
234
+121
1081
$2K ﹤0.01%
36
+15
1082
$2K ﹤0.01%
+23
1083
$2K ﹤0.01%
18
+9
1084
$2K ﹤0.01%
21
1085
$2K ﹤0.01%
12
+6
1086
$2K ﹤0.01%
+78
1087
$2K ﹤0.01%
160
+80
1088
$2K ﹤0.01%
54
+27
1089
$2K ﹤0.01%
80
1090
$2K ﹤0.01%
20
-6
1091
$2K ﹤0.01%
75
1092
$2K ﹤0.01%
174
+89
1093
$2K ﹤0.01%
40
+20
1094
$2K ﹤0.01%
933
1095
$2K ﹤0.01%
+14
1096
$1K ﹤0.01%
75
+1
1097
$1K ﹤0.01%
4
1098
$1K ﹤0.01%
+100
1099
$1K ﹤0.01%
+29
1100
$1K ﹤0.01%
17
42 43
44
45 46