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
$600M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$5.25M
2
+$3.87M
3
+$3.79M
4
TSLA icon
Tesla
TSLA
+$2.98M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.66M

Top Sells

1
+$7.01M
2
+$3.29M
3
+$2.34M
4
IGEB icon
iShares Investment Grade Systematic Bond ETF
IGEB
+$1.46M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.11M

Sector Composition

1 Technology 13.32%
2 Consumer Discretionary 2.93%
3 Financials 2.14%
4 Healthcare 1.91%
5 Communication Services 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$425K 0.07%
5,484
+730
127
$424K 0.07%
2,164
+15
128
$424K 0.07%
837
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129
$421K 0.07%
3,708
-343
130
$418K 0.07%
+13,589
131
$414K 0.07%
3,578
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132
$411K 0.07%
717
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133
$407K 0.07%
8,510
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134
$400K 0.07%
7,821
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135
$396K 0.07%
+15,873
136
$395K 0.07%
3,130
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137
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10,305
-6,201
138
$387K 0.06%
2,008
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139
$387K 0.06%
1,697
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140
$377K 0.06%
4,131
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141
$372K 0.06%
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142
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143
$365K 0.06%
2,060
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144
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3,767
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145
$357K 0.06%
7,386
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146
$357K 0.06%
4,721
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147
$349K 0.06%
8,735
-1,486
148
$348K 0.06%
3,861
+21
149
$343K 0.06%
4,756
-1,418
150
$342K 0.06%
3,439
-51
4 5
6
7 8