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
$589M
AUM Growth
+$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$373K
2
+$315K
3
+$280K
4
IRM icon
Iron Mountain
IRM
+$269K
5
NVS icon
Novartis
NVS
+$259K

Top Sells

1
+$746M
2
+$296M
3
+$181M
4
VUG icon
Vanguard Growth ETF
VUG
+$165M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$157M

Sector Composition

1 Technology 13.97%
2 Financials 2.34%
3 Healthcare 2.09%
4 Consumer Discretionary 2.05%
5 Industrials 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$433K 0.07%
3,570
-10,776
127
$433K 0.07%
3,178
-1,166
128
$428K 0.07%
1,095
-19,299
129
$426K 0.07%
2,149
-163
130
$413K 0.07%
2,377
+276
131
$407K 0.07%
1,067
-45
132
$407K 0.07%
1,650
-6,259
133
$403K 0.07%
4,051
+295
134
$401K 0.07%
5,660
-33,360
135
$400K 0.07%
1,000
136
$396K 0.07%
3,490
-65,364
137
$392K 0.07%
4,017
-3,493
138
$388K 0.07%
4,593
-5,523
139
$385K 0.07%
8,423
-105
140
$374K 0.06%
4,754
+392
141
$374K 0.06%
1,537
-2
142
$361K 0.06%
6,834
+738
143
$360K 0.06%
3,750
+15
144
$359K 0.06%
925
-18
145
$357K 0.06%
721
-180,683
146
$357K 0.06%
1,172
-5,226
147
$355K 0.06%
1,446
-437,195
148
$349K 0.06%
4,779
+10
149
$341K 0.06%
23,245
+1,332
150
$341K 0.06%
3,840
+21
4 5
6
7 8