LWM

Liberty Wealth Management Portfolio holdings

AUM $775M
1-Year Est. Return 18.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.64%
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
+$128K
3
+$57.7K
4
SVFAU
SVF Investment Corp. Unit
SVFAU
+$12.6K
5
AFRM icon
Affirm
AFRM
+$9.72K

Top Sells

1
+$5K
2
+$5K
3
+$2K
4
APH icon
Amphenol
APH
+$1.88K
5
ATVI
Activision Blizzard
ATVI
+$1.32K

Sector Composition

1 Technology 17.94%
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
176
$102K 0.05%
961
177
$102K 0.05%
740
178
$100K 0.05%
406
-1
179
$100K 0.05%
311
180
$100K 0.05%
420
181
$100K 0.05%
1,096
182
$99K 0.05%
2,095
183
$98K 0.05%
1,000
184
$97K 0.05%
1,470
185
$96K 0.05%
411
186
$96K 0.05%
4,473
187
$95K 0.05%
2,336
188
$92K 0.04%
1,064
+1
189
$92K 0.04%
646
190
$92K 0.04%
1,516
191
$91K 0.04%
473
192
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193
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373
194
$89K 0.04%
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195
$88K 0.04%
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197
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198
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832
199
$88K 0.04%
455
200
$86K 0.04%
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