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
$170M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
992
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$1.6M
3
+$1.34M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.05M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$995K

Top Sells

1
+$265K
2
+$121K
3
+$103K
4
T icon
AT&T
T
+$89.6K
5
MSFT icon
Microsoft
MSFT
+$82.7K

Sector Composition

1 Technology 18.08%
2 Consumer Discretionary 3.55%
3 Financials 3.14%
4 Healthcare 2.76%
5 Communication Services 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$110K 0.06%
3,077
+8
152
$106K 0.06%
595
+1
153
$106K 0.06%
741
-30
154
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+8
155
$103K 0.06%
1,052
+315
156
$101K 0.06%
2,961
157
$101K 0.06%
298
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158
$100K 0.06%
+1,971
159
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-15
161
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1,231
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162
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163
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164
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1,292
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165
$96K 0.06%
2,911
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166
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167
$93K 0.05%
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168
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171
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173
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1,528
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$88K 0.05%
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175
$88K 0.05%
324
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7
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