LWM

Liberty Wealth Management Portfolio holdings

AUM $800M
1-Year Est. Return 20.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.44%
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
1176
$0 ﹤0.01%
+25
1177
– –
-136
1178
– –
-418
1179
– –
0
1180
$0 ﹤0.01%
+125
1181
$0 ﹤0.01%
4
1182
$0 ﹤0.01%
3
1183
– –
-50
1184
– –
-97
1185
$0 ﹤0.01%
1
1186
$0 ﹤0.01%
2
1187
– –
-17
1188
– –
-199
1189
– –
-92
1190
– –
-24
1191
$0 ﹤0.01%
+16
1192
$0 ﹤0.01%
20
1193
$0 ﹤0.01%
+2
1194
$0 ﹤0.01%
10
1195
– –
-23
1196
– –
-355
1197
$0 ﹤0.01%
2
1198
$0 ﹤0.01%
27
1199
$0 ﹤0.01%
42
-471
1200
$0 ﹤0.01%
11
46 47
48
49 50