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
$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
1
$24.6M 8.78%
57,132
+1,472
2
$17.6M 6.27%
178,619
+34,418
3
$12.3M 4.37%
86,529
-98,168
4
$11.2M 4.01%
221,107
+11,771
5
$11M 3.91%
102,945
+31,255
6
$9.11M 3.25%
40,652
+4,938
7
$7.56M 2.7%
141,979
+13,101
8
$6.34M 2.26%
62,953
+4,493
9
$6.22M 2.22%
234,576
-57,335
10
$5.76M 2.05%
94,245
+10,088
11
$4.38M 1.56%
15,421
-5,683
12
$3.92M 1.4%
49,995
-1,127
13
$3.56M 1.27%
13,752
+423
14
$3.35M 1.2%
80,919
-28,435
15
$3.33M 1.19%
32,679
-867
16
$3.3M 1.18%
8,366
+46
17
$3.19M 1.14%
58,362
-36,867
18
$3.19M 1.14%
24,963
+22,408
19
$3.13M 1.12%
110,925
-12,497
20
$3M 1.07%
27,520
+1,167
21
$2.97M 1.06%
52,413
+24,831
22
$2.93M 1.04%
87,447
-16,250
23
$2.82M 1.01%
93,765
+1,783
24
$2.62M 0.93%
18,010
+10,947
25
$2.49M 0.89%
15,020
+3,160
1
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