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
1226
$0 ﹤0.01%
31
1227
– –
-22
1228
– –
-349
1229
$0 ﹤0.01%
+17
1230
– –
-3
1231
$0 ﹤0.01%
15
1232
$0 ﹤0.01%
+5
1233
$0 ﹤0.01%
8
+4
1234
$0 ﹤0.01%
+1
1235
– –
-125
1236
$0 ﹤0.01%
4
1237
$0 ﹤0.01%
10
1238
$0 ﹤0.01%
6
1239
$0 ﹤0.01%
14
1240
$0 ﹤0.01%
22
-122
1241
$0 ﹤0.01%
3
1242
$0 ﹤0.01%
38
+19
1243
$0 ﹤0.01%
50
1244
$0 ﹤0.01%
1
1245
$0 ﹤0.01%
+3
1246
– –
-27
1247
$0 ﹤0.01%
33
+1
1248
$0 ﹤0.01%
+10
1249
– –
-1,007
1250
$0 ﹤0.01%
+25
47 48 49
50
51