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
101
$368K 0.13%
2,118
+441
102
$365K 0.13%
1,558
+462
103
$364K 0.13%
2,436
+1,104
104
$362K 0.13%
2,724
-690
105
$353K 0.13%
13,782
+13,780
106
$343K 0.12%
1,275
107
$327K 0.12%
1,600
+799
108
$324K 0.12%
3,334
+1,416
109
$323K 0.12%
2,049
+500
110
$317K 0.11%
5,365
-838
111
$315K 0.11%
698
+134
112
$314K 0.11%
14,436
+7,218
113
$312K 0.11%
4,200
-1,229
114
$308K 0.11%
4,815
+1,755
115
$307K 0.11%
1,341
+30
116
$306K 0.11%
7,955
+5,640
117
$301K 0.11%
503
+285
118
$295K 0.11%
3,714
+453
119
$293K 0.1%
865
-95
120
$290K 0.1%
2,825
+2,714
121
$285K 0.1%
1,857
+7
122
$283K 0.1%
+1,923
123
$280K 0.1%
5,266
+1,238
124
$279K 0.1%
2,191
-271
125
$278K 0.1%
2,701
+1,324
3 4
5
6 7