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
$205M
AUM Growth
+$429K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,080
New
Increased
Reduced
Closed

Top Buys

1
+$254K
2
+$129K
3
+$54K
4
SVFAU
SVF Investment Corp. Unit
SVFAU
+$13K
5
AFRM icon
Affirm
AFRM
+$12K

Top Sells

1
+$5K
2
+$5K
3
+$3K
4
CHL
China Mobile Limited
CHL
+$2K
5
ATVI
Activision Blizzard
ATVI
+$1.36K

Sector Composition

1 Technology 17.95%
2 Consumer Discretionary 4.08%
3 Financials 3.13%
4 Healthcare 3.01%
5 Communication Services 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$169K 0.08%
2,513
127
$169K 0.08%
2,502
128
$165K 0.08%
1,030
129
$164K 0.08%
681
130
$164K 0.08%
10,692
131
$160K 0.08%
2,396
132
$158K 0.08%
1,723
133
$154K 0.08%
888
134
$151K 0.07%
7,665
135
$150K 0.07%
873
136
$147K 0.07%
3,100
137
$147K 0.07%
2,362
138
$144K 0.07%
1,232
139
$142K 0.07%
511
140
$140K 0.07%
7,218
141
$139K 0.07%
1,311
142
$138K 0.07%
3,691
143
$138K 0.07%
951
144
$136K 0.07%
1,224
145
$134K 0.07%
651
146
$134K 0.07%
2,156
147
$133K 0.07%
1,256
148
$133K 0.07%
1,419
149
$130K 0.06%
2,432
150
$130K 0.06%
2,406
4 5
6
7 8