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
$589M
AUM Growth
+$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$373K
2
+$315K
3
+$280K
4
IRM icon
Iron Mountain
IRM
+$269K
5
NVS icon
Novartis
NVS
+$259K

Top Sells

1
+$746M
2
+$296M
3
+$181M
4
VUG icon
Vanguard Growth ETF
VUG
+$165M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$157M

Sector Composition

1 Technology 13.97%
2 Financials 2.34%
3 Healthcare 2.09%
4 Consumer Discretionary 2.05%
5 Industrials 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$668K 0.11%
16,506
-19,857
102
$656K 0.11%
3,857
-71,585
103
$652K 0.11%
5,768
-21,829
104
$648K 0.11%
731
-8,460
105
$631K 0.11%
8,779
-39,283
106
$626K 0.11%
13,164
-7,810
107
$608K 0.1%
1,671
-4,555
108
$576K 0.1%
4,914
-133,423
109
$574K 0.1%
3,943
-27
110
$529K 0.09%
5,932
111
$527K 0.09%
4,622
-4,168
112
$522K 0.09%
6,465
-47,773
113
$520K 0.09%
3,210
-13,186
114
$516K 0.09%
9,773
+3
115
$516K 0.09%
12,384
-3,916
116
$510K 0.09%
1,879
-2,289
117
$497K 0.08%
849
-4,104
118
$491K 0.08%
9,819
+1,648
119
$467K 0.08%
10,910
+2,818
120
$467K 0.08%
946
-29,480
121
$459K 0.08%
10,221
-16,959
122
$458K 0.08%
6,174
-46,177
123
$452K 0.08%
3,654
-389,092
124
$450K 0.08%
20,445
-7,025
125
$446K 0.08%
1,188
-302
3 4
5
6 7