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
$204M
AUM Growth
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,123
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$4.24M
3
+$2.07M
4
MBB icon
iShares MBS ETF
MBB
+$1.83M
5
MSFT icon
Microsoft
MSFT
+$1.83M

Top Sells

1
+$2.61M
2
+$2.01M
3
+$1.84M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.76M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.42M

Sector Composition

1 Technology 17.98%
2 Consumer Discretionary 4.09%
3 Financials 3.13%
4 Healthcare 3.03%
5 Communication Services 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$69K 0.03%
+675
227
$68K 0.03%
494
+36
228
$68K 0.03%
+310
229
$68K 0.03%
5,750
+293
230
$67K 0.03%
1,847
+842
231
$67K 0.03%
1,250
+260
232
$66K 0.03%
1,569
+718
233
$66K 0.03%
360
+61
234
$66K 0.03%
1,124
+619
235
$66K 0.03%
207
+1
236
$66K 0.03%
525
-5
237
$65K 0.03%
1,215
+9
238
$65K 0.03%
538
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239
$64K 0.03%
197
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240
$64K 0.03%
310
241
$62K 0.03%
1,000
242
$62K 0.03%
+1,835
243
$62K 0.03%
924
244
$60K 0.03%
399
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245
$60K 0.03%
1,113
+1,056
246
$60K 0.03%
1,013
+1
247
$60K 0.03%
1,635
+9
248
$59K 0.03%
1,532
+5
249
$59K 0.03%
190
250
$59K 0.03%
1,112
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10
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