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
1151
$1K ﹤0.01%
+1
1152
$1K ﹤0.01%
+25
1153
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+27
1154
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20
1155
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1156
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6
1157
$1K ﹤0.01%
1
1158
$1K ﹤0.01%
+42
1159
$1K ﹤0.01%
325
1160
$1K ﹤0.01%
5
1161
$1K ﹤0.01%
24
+14
1162
– –
-34
1163
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-2
1164
– –
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1165
$0 ﹤0.01%
48
1166
– –
0
1167
– –
-6,115
1168
– –
-8
1169
– –
-136
1170
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-418
1171
– –
0
1172
$0 ﹤0.01%
+125
1173
$0 ﹤0.01%
4
1174
$0 ﹤0.01%
3
1175
$0 ﹤0.01%
27
45 46
47
48 49