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
151
$342K 0.06%
1,006
-61
152
$340K 0.06%
1,174
+2
153
$328K 0.05%
888
-37
154
$326K 0.05%
2,154
+6
155
$324K 0.05%
894
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156
$323K 0.05%
5,707
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157
$308K 0.05%
4,301
-292
158
$305K 0.05%
8,975
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159
$303K 0.05%
4,053
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160
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2,507
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161
$291K 0.05%
+6,303
162
$290K 0.05%
+3,837
163
$278K 0.05%
24,421
+1,176
164
$276K 0.05%
2,293
-76
165
$275K 0.05%
1,294
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166
$268K 0.04%
630
167
$252K 0.04%
1,359
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168
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169
$251K 0.04%
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170
$250K 0.04%
1,158
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171
$248K 0.04%
2,551
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172
$245K 0.04%
1,470
-17
173
$245K 0.04%
+1,579
174
$244K 0.04%
3,922
+103
175
$242K 0.04%
3,715
+91
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