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
$2.3M
AUM Growth
-$278M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,230
New
Increased
Reduced
Closed

Top Buys

1
+$63K
2
+$1.71K
3
+$310
4
AAPL icon
Apple
AAPL
+$273
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$272

Top Sells

1
+$24.6M
2
+$17.6M
3
+$11.2M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$11M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$9.11M

Sector Composition

1 Technology 1.3%
2 Consumer Discretionary 0.53%
3 Financials 0.27%
4 Communication Services 0.26%
5 Healthcare 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-3,586
127
$288 0.01%
4,620
-745
128
$286 0.01%
1,139
-190
129
– –
-3,548
130
– –
-4,377
131
$272 0.01%
1,176
-165
132
$258 0.01%
1,275
133
$256 0.01%
2,183
-8
134
– –
-6,823
135
– –
-3,499
136
$246 0.01%
890
-60
137
$243 0.01%
3,975
-2,113
138
$242 0.01%
1,521
-528
139
$242 0.01%
2,494
-8
140
$239 0.01%
681
141
– –
-865
142
$237 0.01%
2,067
+962
143
$236 0.01%
9,370
-1,690
144
$234 0.01%
1,162
-16
145
– –
-1,143
146
– –
-2,724
147
– –
-5,669
148
– –
-11,186
149
$232 0.01%
1,906
+1,855
150
– –
-2,317
4 5
6
7 8