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
1151
$1K ﹤0.01%
111
1152
$1K ﹤0.01%
+11
1153
$1K ﹤0.01%
20
1154
$1K ﹤0.01%
13
1155
$1K ﹤0.01%
26
1156
$1K ﹤0.01%
6
1157
$1K ﹤0.01%
1
1158
$1K ﹤0.01%
325
1159
$1K ﹤0.01%
5
1160
$1K ﹤0.01%
24
+14
1161
$1K ﹤0.01%
+42
1162
$0 ﹤0.01%
10
1163
– –
-97
1164
$0 ﹤0.01%
+25
1165
– –
-136
1166
– –
-418
1167
– –
0
1168
$0 ﹤0.01%
+10
1169
– –
-1,007
1170
$0 ﹤0.01%
+25
1171
$0 ﹤0.01%
+125
1172
$0 ﹤0.01%
4
1173
$0 ﹤0.01%
3
1174
– –
-50
1175
$0 ﹤0.01%
1
45 46
47
48 49