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
$2.3M
AUM Growth
-$278M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,230
New
Increased
Reduced
Closed

Top Buys

1
+$63K
2
+$1.71K
3
+$310
4
AAPL icon
Apple
AAPL
+$273
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$272

Top Sells

1
+$24.6M
2
+$17.6M
3
+$11.2M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$11M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$9.11M

Sector Composition

1 Technology 1.3%
2 Consumer Discretionary 0.53%
3 Financials 0.27%
4 Communication Services 0.26%
5 Healthcare 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
– –
-8,515
1102
– –
-271
1103
– –
-2,072
1104
– –
-383
1105
– –
-808
1106
– –
-780
1107
– –
-1
1108
– –
-3
1109
– –
-286
1110
– –
-103
1111
– –
-1,260
1112
– –
-61
1113
– –
-100
1114
– –
-386
1115
– –
-42
1116
– –
-27
1117
– –
-3
1118
– –
-300
1119
– –
-22
1120
– –
-114
1121
– –
-10
1122
– –
-768
1123
– –
-302
1124
– –
-115
1125
– –
-2,000
43 44
45
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