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
176
$182K 0.06%
414
+207
177
$182K 0.06%
307
+152
178
$181K 0.06%
1,674
+1,566
179
$181K 0.06%
+3,444
180
$180K 0.06%
4,035
+1,122
181
$179K 0.06%
419
+229
182
$177K 0.06%
3,177
+151
183
$176K 0.06%
2,501
184
$175K 0.06%
+1,000
185
$174K 0.06%
4,444
+17
186
$173K 0.06%
2,301
-248
187
$173K 0.06%
12,413
+111
188
$173K 0.06%
1,261
+442
189
$170K 0.06%
1,903
+952
190
$169K 0.06%
6,693
+3,185
191
$169K 0.06%
+4,131
192
$168K 0.06%
2,076
+1,500
193
$166K 0.06%
1,892
+921
194
$166K 0.06%
2,720
+1,470
195
$165K 0.06%
7,872
196
$164K 0.06%
3,228
+1,641
197
$163K 0.06%
5,039
+2,911
198
$163K 0.06%
961
+3
199
$162K 0.06%
+1,314
200
$161K 0.06%
4,068
+2,520
6 7
8
9 10