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
$170M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
992
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$1.6M
3
+$1.34M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.05M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$995K

Top Sells

1
+$265K
2
+$121K
3
+$103K
4
T icon
AT&T
T
+$89.6K
5
MSFT icon
Microsoft
MSFT
+$82.7K

Sector Composition

1 Technology 18.08%
2 Consumer Discretionary 3.55%
3 Financials 3.14%
4 Healthcare 2.76%
5 Communication Services 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$64K 0.04%
1,314
-477
202
$64K 0.04%
434
-46
203
$64K 0.04%
145
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204
$63K 0.04%
382
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205
$62K 0.04%
658
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206
$60K 0.04%
1,206
+5
207
$60K 0.04%
1,626
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208
$59K 0.03%
555
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209
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1,166
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210
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385
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211
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924
212
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213
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214
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458
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215
$55K 0.03%
+750
216
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217
$55K 0.03%
310
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218
$54K 0.03%
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219
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220
$53K 0.03%
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221
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222
$53K 0.03%
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223
$53K 0.03%
167
224
$52K 0.03%
315
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225
$52K 0.03%
1,350
+3
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9
10 11