LWM

Liberty Wealth Management Portfolio holdings

AUM $638M
1-Year Est. Return 13.75%
This Quarter Est. Return
1 Year Est. Return
+13.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$170M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
992
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$1.6M
3
+$1.34M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.05M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$995K

Top Sells

1
+$265K
2
+$121K
3
+$103K
4
T icon
AT&T
T
+$89.6K
5
MSFT icon
Microsoft
MSFT
+$82.7K

Sector Composition

1 Technology 18.08%
2 Consumer Discretionary 3.55%
3 Financials 3.14%
4 Healthcare 2.76%
5 Communication Services 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$190K 0.11%
536
-13
102
$179K 0.11%
4,028
103
$178K 0.1%
1,632
+631
104
$177K 0.1%
1,497
+1
105
$177K 0.1%
3,389
+6
106
$169K 0.1%
3,652
-1,386
107
$169K 0.1%
4,560
+60
108
$168K 0.1%
950
+245
109
$168K 0.1%
1,135
-3
110
$165K 0.1%
2,782
-20
111
$164K 0.1%
756
112
$163K 0.1%
1,381
+154
113
$163K 0.1%
500
114
$153K 0.09%
828
+2
115
$152K 0.09%
1,351
+938
116
$151K 0.09%
514
-19
117
$151K 0.09%
2,528
118
$151K 0.09%
11,160
-4,160
119
$148K 0.09%
1,583
+307
120
$148K 0.09%
+2,500
121
$145K 0.09%
511
122
$145K 0.09%
1,634
-101
123
$142K 0.08%
1,409
+352
124
$142K 0.08%
10,662
+4,998
125
$138K 0.08%
2,331
+300
3 4
5
6 7