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
151
$325K 0.06%
7,164
-206
152
$323K 0.05%
2,148
+19
153
$320K 0.05%
6,446
-103
154
$314K 0.05%
4,006
+171
155
$313K 0.05%
2,061
-6
156
$312K 0.05%
8,688
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157
$309K 0.05%
1,630
158
$302K 0.05%
13,605
-193,827
159
$297K 0.05%
1,290
-180
160
$288K 0.05%
2,369
-7,112
161
$281K 0.05%
5,544
-179,902
162
$280K 0.05%
+1,487
163
$276K 0.05%
1,195
-125
164
$276K 0.05%
2,868
+209
165
$275K 0.05%
5,389
-279,101
166
$275K 0.05%
11,728
-14,973
167
$273K 0.05%
3,092
-1,880
168
$272K 0.05%
3,242
+63
169
$269K 0.05%
3,214
-453
170
$269K 0.05%
+2,262
171
$267K 0.05%
630
+28
172
$267K 0.05%
1,409
-33,364
173
$259K 0.04%
+2,255
174
$259K 0.04%
1,461
+20
175
$256K 0.04%
3,624
5 6
7
8 9