LWM

Liberty Wealth Management Portfolio holdings

AUM $710M
1-Year Est. Return 15.99%
This Quarter Est. Return
1 Year Est. Return
+15.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$114M
AUM Growth
-$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,034
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.57M
3
+$1.7M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.46M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.35M

Top Sells

1
+$898K
2
+$378K
3
+$368K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$313K
5
MBB icon
iShares MBS ETF
MBB
+$255K

Sector Composition

1 Technology 15.7%
2 Healthcare 3.83%
3 Communication Services 3.38%
4 Financials 3.37%
5 Energy 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$44K 0.04%
3,194
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227
$44K 0.04%
155
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228
$43K 0.04%
1,010
+1
229
$43K 0.04%
277
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$43K 0.04%
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231
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433
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232
$41K 0.04%
2,171
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233
$41K 0.04%
1,112
234
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1,732
+1,058
235
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447
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236
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237
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238
$40K 0.03%
713
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239
$39K 0.03%
294
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240
$38K 0.03%
426
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241
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242
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243
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245
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248
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249
$37K 0.03%
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250
$37K 0.03%
602
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