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
1176
$0 ﹤0.01%
42
-471
1177
$0 ﹤0.01%
11
1178
– –
-33
1179
– –
-160
1180
– –
-195
1181
$0 ﹤0.01%
2
1182
$0 ﹤0.01%
5
1183
$0 ﹤0.01%
25
1184
$0 ﹤0.01%
8
1185
$0 ﹤0.01%
14
1186
$0 ﹤0.01%
+25
1187
– –
-50
1188
– –
-97
1189
$0 ﹤0.01%
1
1190
$0 ﹤0.01%
2
1191
– –
-17
1192
– –
-199
1193
– –
-92
1194
– –
-24
1195
$0 ﹤0.01%
+16
1196
$0 ﹤0.01%
20
1197
$0 ﹤0.01%
+2
1198
$0 ﹤0.01%
10
1199
– –
-23
1200
– –
-355
46 47
48
49 50