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
176
$256K 0.04%
+3,184
177
$248K 0.04%
+4,793
178
$248K 0.04%
12,383
-1,091
179
$247K 0.04%
1,665
-72,286
180
$246K 0.04%
898
-7,992
181
$245K 0.04%
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182
$244K 0.04%
2,037
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183
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1,422
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184
$240K 0.04%
663
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185
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2,014
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186
$239K 0.04%
692
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187
$238K 0.04%
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188
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189
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+5,036
190
$233K 0.04%
4,810
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191
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192
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193
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194
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195
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196
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197
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813
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198
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199
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1,878
-5,982
200
$213K 0.04%
+1,521
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