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
$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
1
$35.2M 5.87%
59,813
-11,922
2
$31.4M 5.23%
907,090
-4,864
3
$30.5M 5.08%
753,350
+34,877
4
$29.2M 4.87%
116,709
-1,740
5
$26.4M 4.4%
782,259
-8,950
6
$23.5M 3.91%
231,335
-6,443
7
$21.3M 3.55%
119,750
+4,985
8
$20.8M 3.46%
405,740
+8,999
9
$13.9M 2.32%
310,344
-18,542
10
$13.3M 2.22%
322,645
+18,217
11
$13.2M 2.21%
98,532
+4,862
12
$13M 2.17%
503,581
+6,352
13
$12.5M 2.08%
43,050
+914
14
$12.4M 2.06%
411,550
-1,125
15
$12.2M 2.04%
173,901
+55,054
16
$12.1M 2.02%
415,575
+129,953
17
$11.3M 1.89%
59,361
+1,701
18
$10.2M 1.7%
25,249
+7,371
19
$9.36M 1.56%
168,888
+46,559
20
$8.37M 1.4%
121,892
-3
21
$7.98M 1.33%
18,922
+295
22
$7.75M 1.29%
139,330
-2,051
23
$7.42M 1.24%
46,533
-3,020
24
$6.83M 1.14%
270,923
+5,195
25
$6.41M 1.07%
244,958
+2,522
1
2 3 4 5