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
201
$157K 0.06%
1,556
+1,009
202
$157K 0.06%
2,308
+140
203
$157K 0.06%
1,463
+833
204
$156K 0.06%
1,792
+1,298
205
$155K 0.06%
1,583
+854
206
$153K 0.05%
3,804
+3,777
207
$153K 0.05%
1,854
+34
208
$152K 0.05%
629
+13
209
$151K 0.05%
304
+302
210
$151K 0.05%
2,388
+14
211
$151K 0.05%
3,095
+1,793
212
$149K 0.05%
1,014
+223
213
$147K 0.05%
891
+53
214
$147K 0.05%
3,633
+52
215
$147K 0.05%
1,553
+196
216
$147K 0.05%
6,266
+4,648
217
$146K 0.05%
350
+215
218
$145K 0.05%
860
-1,170
219
$145K 0.05%
511
220
$144K 0.05%
1,301
-74
221
$144K 0.05%
2,294
+1,159
222
$143K 0.05%
1,218
+562
223
$142K 0.05%
304
+152
224
$140K 0.05%
2,367
+1,100
225
$139K 0.05%
640
+321
7 8
9
10 11