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LWM
Liberty Wealth Management Portfolio holdings
AUM
$800M
1-Year Est. Return
20.44%
This Fund
S&P 500
This Quarter
Est. Return
-1.42%
1 Year Est. Return
+20.44%
3 Year Est. Return
+55.46%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$800M
AUM Growth
+$25.7M
(+3.3%)
Cap. Flow
+$42.9M
Cap. Flow
% of AUM
5.36%
Top 10 Holdings %
Top 10 Hldgs %
36.06%
Holding
286
New
37
Increased
129
Reduced
91
Closed
18
Top Buys
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$4.55M |
| 2 |
iShares S&P 500 Value ETF
IVE
|
+$4.42M |
| 3 |
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
|
+$4.21M |
| 4 |
THRO
iShares U.S. Thematic Rotation Active ETF
THRO
|
+$4.01M |
| 5 |
iShares US Treasury Bond ETF
GOVT
|
+$3.76M |
Top Sells
| 1 |
Dimensional US Core Equity Market ETF
DFAU
|
+$3.98M |
| 2 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$3.87M |
| 3 |
iShares US Technology ETF
IYW
|
+$2.93M |
| 4 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
+$2.7M |
| 5 |
iShares S&P 100 ETF
OEF
|
+$1.84M |
Sector Composition
| 1 | Technology | 10.36% |
| 2 | Healthcare | 1.74% |
| 3 | Consumer Discretionary | 1.7% |
| 4 | Industrials | 1.59% |
| 5 | Communication Services | 1.52% |
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