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
$600M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$5.25M
2
+$3.87M
3
+$3.79M
4
TSLA icon
Tesla
TSLA
+$2.98M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.66M

Top Sells

1
+$7.01M
2
+$3.29M
3
+$2.34M
4
IGEB icon
iShares Investment Grade Systematic Bond ETF
IGEB
+$1.46M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.11M

Sector Composition

1 Technology 13.32%
2 Consumer Discretionary 2.93%
3 Financials 2.14%
4 Healthcare 1.91%
5 Communication Services 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$206K 0.03%
7,833
202
$202K 0.03%
+7,285
203
$200K 0.03%
1,588
+1
204
$164K 0.03%
14,525
+269
205
$107K 0.02%
11,403
206
$51.5K 0.01%
22,666
-11
207
$17.7K ﹤0.01%
1,267
208
– –
-1,521
209
– –
-681
210
$0 ﹤0.01%
30,000
211
– –
-6,619
212
– –
-116
213
– –
-3,242
214
– –
-92,980
215
– –
-31,376
216
– –
-2,262
217
– –
-813
218
– –
-5,768
219
– –
-14,000
220
– –
-7,240
221
– –
-1,446
222
– –
-5,544
223
– –
-8,028
224
– –
-3,542
225
$0 ﹤0.01%
20,000
5 6 7 8
9