LIBERTY WEALTH MANAGEMENT LLC

LIBERTY WEALTH MANAGEMENT LLC runs LIBERTY WEALTH MANAGEMENT LLC and currently holds 251 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $800.42M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. LIBERTY WEALTH MANAGEMENT LLC ranks #637 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, LIBERTY WEALTH MANAGEMENT LLC's portfolio at LIBERTY WEALTH MANAGEMENT LLC has delivered returns of +20.99%. Their 3-year annualized return is +73.00%. Looking at the 5-year horizon, LIBERTY WEALTH MANAGEMENT LLC has achieved +58.16% annualized returns at LIBERTY WEALTH MANAGEMENT LLC.