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
1076
$2K ﹤0.01%
24
+12
1077
$2K ﹤0.01%
14
+7
1078
$2K ﹤0.01%
+50
1079
$2K ﹤0.01%
24
+12
1080
$2K ﹤0.01%
40
+20
1081
$2K ﹤0.01%
+12
1082
$2K ﹤0.01%
49
+24
1083
$2K ﹤0.01%
34
+17
1084
$2K ﹤0.01%
77
1085
$2K ﹤0.01%
+18
1086
$2K ﹤0.01%
119
+1
1087
$2K ﹤0.01%
104
+52
1088
$2K ﹤0.01%
18
+9
1089
$2K ﹤0.01%
+34
1090
$2K ﹤0.01%
+60
1091
$2K ﹤0.01%
+78
1092
$2K ﹤0.01%
75
1093
$2K ﹤0.01%
174
+89
1094
$2K ﹤0.01%
40
+20
1095
$2K ﹤0.01%
933
1096
$1K ﹤0.01%
8
1097
$1K ﹤0.01%
+20
1098
$1K ﹤0.01%
5
1099
$1K ﹤0.01%
36
1100
$1K ﹤0.01%
325
42 43
44
45 46