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
$280M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,261
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$3.33M
3
+$2.86M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.59M
5
IXN icon
iShares Global Tech ETF
IXN
+$1.41M

Top Sells

1
+$13.9M
2
+$2.26M
3
+$2.01M
4
MSFT icon
Microsoft
MSFT
+$1.61M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.52M

Sector Composition

1 Technology 10.73%
2 Consumer Discretionary 4.16%
3 Financials 3.46%
4 Healthcare 3.2%
5 Communication Services 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$220K 0.08%
5,669
+19
152
$219K 0.08%
1,906
+598
153
$218K 0.08%
681
154
$216K 0.08%
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155
$215K 0.08%
15,207
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156
$214K 0.08%
3,008
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157
$212K 0.08%
3,279
158
$212K 0.08%
604
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159
$211K 0.08%
1,630
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160
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+1,393
161
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1,193
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162
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+4,001
163
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504
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164
$201K 0.07%
2,533
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165
$200K 0.07%
7,310
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166
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167
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168
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169
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170
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646
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171
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3,690
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172
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14,281
-4,000
173
$192K 0.07%
220
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174
$188K 0.07%
695
+281
175
$185K 0.07%
1,672
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