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
126
$276K 0.1%
808
+397
127
$273K 0.1%
15,762
+36
128
$272K 0.1%
2,746
+826
129
$272K 0.1%
3,586
+19
130
$271K 0.1%
1,329
+264
131
$268K 0.1%
3,548
+5
132
$266K 0.09%
5,024
+2,484
133
$265K 0.09%
5,250
+15
134
$259K 0.09%
1,178
+6
135
$258K 0.09%
4,883
+1,684
136
$258K 0.09%
3,147
+661
137
$256K 0.09%
6,823
+2,955
138
$248K 0.09%
11,060
+3,390
139
$246K 0.09%
2,837
+566
140
$245K 0.09%
3,332
+323
141
$244K 0.09%
11,186
+1,241
142
$241K 0.09%
3,015
+2,925
143
$236K 0.08%
15,105
+8,927
144
$232K 0.08%
300
+135
145
$232K 0.08%
3,352
+1,224
146
$225K 0.08%
1,181
+450
147
$222K 0.08%
1,143
+95
148
$221K 0.08%
950
+19
149
$221K 0.08%
3,499
+421
150
$221K 0.08%
2,502
+298
4 5
6
7 8