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
$405M
AUM Growth
-$79.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$768K
3
+$564K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$488K
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$390K

Top Sells

1
+$16.3M
2
+$8.53M
3
+$6.09M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$5.99M
5
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$5.16M

Sector Composition

1 Technology 9.73%
2 Consumer Discretionary 2.6%
3 Financials 1.71%
4 Healthcare 1.34%
5 Communication Services 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
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229
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233
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239
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240
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-11,500
241
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6 7 8 9
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