LWM
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Liberty Wealth Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Liberty Wealth Management’s Portfolio AOM Stock Details AOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-821
Closed -$37K – 212
2021
Q3 		$37K Sell
821
-52
-6% -$2.36K 0.01% 480
2021
Q2 		$39K Buy
873
+216
+33% +$9.63K 0.02% 376
2021
Q1 		$28K Hold
657
– – 0.01% 396
2020
Q4 		$28K Buy
657
+71
+12% +$2.99K 0.01% 393
2020
Q3 		$24K Sell
586
-16
-3% -$656 0.01% 366
2020
Q2 		$24K Sell
602
-10
-2% -$386 0.02% 349
2020
Q1 		$23K Buy
612
+162
+36% +$6.34K 0.02% 335
2019
Q4 		$18K Buy
450
+25
+6% +$990 0.01% 426
2019
Q3 		$17K Sell
425
-511
-55% -$19.9K 0.02% 414
2019
Q2 		$37K Buy
+936
New +$35.8K 0.03% 297

Other funds holding AOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return