LWM

Liberty Wealth Management Portfolio holdings

AUM $638M
1-Year Est. Return 13.75%
This Quarter Est. Return
1 Year Est. Return
+13.75%
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
1
$24.1M 11.77%
179,601
2
$16.2M 7.91%
42,885
3
$11.7M 5.72%
134,830
4
$7.19M 3.51%
71,039
5
$7.11M 3.47%
36,018
6
$6.78M 3.31%
250,180
7
$5.61M 2.74%
23,405
8
$4.96M 2.42%
36,593
9
$4.92M 2.4%
110,260
10
$4.46M 2.18%
82,408
11
$4.38M 2.14%
73,491
12
$4.24M 2.07%
89,419
13
$4.21M 2.05%
46,268
14
$3.61M 1.76%
65,621
15
$3.49M 1.7%
12,453
16
$3.38M 1.65%
9,762
17
$2.85M 1.39%
32,964
18
$2.44M 1.19%
24,631
19
$2.42M 1.18%
47,286
20
$2.14M 1.04%
12,723
21
$2.04M 1%
10,051
22
$1.98M 0.97%
35,466
23
$1.96M 0.96%
17,810
24
$1.76M 0.86%
4,883
25
$1.39M 0.68%
8,280
1
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