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
$205M
AUM Growth
+$429K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,080
New
Increased
Reduced
Closed

Top Buys

1
+$254K
2
+$129K
3
+$54K
4
SVFAU
SVF Investment Corp. Unit
SVFAU
+$13K
5
AFRM icon
Affirm
AFRM
+$12K

Top Sells

1
+$5K
2
+$5K
3
+$3K
4
CHL
China Mobile Limited
CHL
+$2K
5
ATVI
Activision Blizzard
ATVI
+$1.36K

Sector Composition

1 Technology 17.95%
2 Consumer Discretionary 4.08%
3 Financials 3.13%
4 Healthcare 3.01%
5 Communication Services 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$129K 0.06%
+5,566
152
$129K 0.06%
1,348
153
$127K 0.06%
614
154
$125K 0.06%
809
155
$123K 0.06%
1,416
156
$123K 0.06%
2,120
157
$121K 0.06%
4,180
158
$120K 0.06%
456
159
$120K 0.06%
1,359
160
$119K 0.06%
3,558
161
$119K 0.06%
2,379
162
$118K 0.06%
2,419
163
$116K 0.06%
511
164
$113K 0.06%
1,808
165
$112K 0.05%
2,961
166
$112K 0.05%
613
167
$112K 0.05%
699
168
$110K 0.05%
1,539
169
$108K 0.05%
1,240
170
$108K 0.05%
756
171
$107K 0.05%
1,056
172
$107K 0.05%
12,393
173
$107K 0.05%
1,952
174
$106K 0.05%
1,740
175
$105K 0.05%
2,277
5 6
7
8 9