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
1101
$1K ﹤0.01%
+2
1102
$1K ﹤0.01%
5
1103
$1K ﹤0.01%
11
1104
$1K ﹤0.01%
+15
1105
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+40
1106
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26
1107
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75
+1
1108
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4
1109
$1K ﹤0.01%
+100
1110
$1K ﹤0.01%
+29
1111
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17
1112
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+25
1113
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15
1114
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1115
$1K ﹤0.01%
95
-490
1116
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12
-35
1117
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1118
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1119
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31
1120
$1K ﹤0.01%
+7
1121
$1K ﹤0.01%
+150
1122
$1K ﹤0.01%
6
1123
$1K ﹤0.01%
+7
1124
$1K ﹤0.01%
11
1125
$1K ﹤0.01%
18
-9
43 44
45
46 47