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
$600M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$5.25M
2
+$3.87M
3
+$3.79M
4
TSLA icon
Tesla
TSLA
+$2.98M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.66M

Top Sells

1
+$7.01M
2
+$3.29M
3
+$2.34M
4
IGEB icon
iShares Investment Grade Systematic Bond ETF
IGEB
+$1.46M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.11M

Sector Composition

1 Technology 13.32%
2 Consumer Discretionary 2.93%
3 Financials 2.14%
4 Healthcare 1.91%
5 Communication Services 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$603K 0.1%
5,536
+17
102
$594K 0.1%
1,000
103
$590K 0.1%
13,294
+130
104
$585K 0.1%
6,479
+14
105
$580K 0.1%
4,500
-1,366
106
$573K 0.1%
3,766
-91
107
$560K 0.09%
8,995
+216
108
$554K 0.09%
1,865
-14
109
$546K 0.09%
10,730
+5,341
110
$528K 0.09%
4,666
+44
111
$525K 0.09%
12,824
+440
112
$516K 0.09%
10,492
+673
113
$512K 0.09%
3,543
+333
114
$506K 0.08%
1,689
+18
115
$505K 0.08%
10,926
+16
116
$502K 0.08%
5,946
+14
117
$500K 0.08%
9,776
+3
118
$498K 0.08%
945
-1
119
$492K 0.08%
+17,527
120
$477K 0.08%
1,188
121
$473K 0.08%
3,575
-368
122
$468K 0.08%
5,250
-410
123
$459K 0.08%
3,673
+19
124
$457K 0.08%
20,051
-394
125
$456K 0.08%
2,310
-67
3 4
5
6 7