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
$205M
AUM Growth
+$429K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,080
New
Increased
Reduced
Closed

Top Buys

1
+$254K
2
+$129K
3
+$54K
4
SVFAU
SVF Investment Corp. Unit
SVFAU
+$13K
5
AFRM icon
Affirm
AFRM
+$12K

Top Sells

1
+$5K
2
+$5K
3
+$3K
4
CHL
China Mobile Limited
CHL
+$2K
5
ATVI
Activision Blizzard
ATVI
+$1.36K

Sector Composition

1 Technology 17.95%
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
201
$85K 0.04%
2,142
202
$84K 0.04%
3,467
203
$84K 0.04%
635
204
$83K 0.04%
1,960
205
$83K 0.04%
2,860
206
$82K 0.04%
207
207
$82K 0.04%
1,571
208
$81K 0.04%
114
209
$81K 0.04%
1,063
210
$81K 0.04%
6,195
211
$81K 0.04%
562
+3
212
$80K 0.04%
735
213
$79K 0.04%
376
214
$78K 0.04%
665
215
$77K 0.04%
469
216
$77K 0.04%
980
217
$76K 0.04%
670
218
$76K 0.04%
2,315
219
$76K 0.04%
4,379
220
$75K 0.04%
325
221
$74K 0.04%
270
222
$73K 0.04%
315
223
$72K 0.04%
1,525
224
$71K 0.03%
129
225
$71K 0.03%
5,749
7 8
9
10 11