LWM
Liberty Wealth Management Portfolio holdings
AUM
$775M
1-Year Est. Return
18.64%
This Fund
S&P 500
1 Year Est. Return
+18.64%
AUM
$775M
AUM Growth
+$64.5M
(+9.1%)
Holding
269
Top Buys
| 1 | +$19.8M | |
| 2 | +$14.2M | |
| 3 | +$13.2M | |
| 4 |
HCA Healthcare
HCA
|
+$1.89M |
| 5 |
Apple
AAPL
|
+$1.52M |
Top Sells
| 1 | +$1.57M | |
| 2 | +$1.08M | |
| 3 | +$782K | |
| 4 |
Dimensional US Marketwide Value ETF
DFUV
|
+$482K |
| 5 |
Dimensional International Small Cap Value ETF
DISV
|
+$482K |
Sector Composition
| 1 | Technology | 11.51% |
| 2 | Consumer Discretionary | 2.04% |
| 3 | Healthcare | 1.95% |
| 4 | Communication Services | 1.69% |
| 5 | Financials | 1.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
iShares Bitcoin Trust
IBIT
$49.8B
| – | – |
-6,407
|
|
||
|
IBTF
252
DELISTED
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
| – | – |
-11,418
|
|
||
253
Kroger
KR
$43.2B
| – | – |
-3,078
|
|
||
254
Nike
NKE
$92.1B
| – | – |
-3,236
|
|
||
255
Palo Alto Networks
PANW
$122B
| – | – |
-993
|
|
||
256
Royal Caribbean
RCL
$84.1B
| – | – |
-692
|
|
||
257
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.87B
| – | – |
-4,845
|
|
||
258
Sony
SONY
$138B
| – | – |
-7,480
|
|
||
259
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$38.9B
| – | – |
-4,920
|
|
||
260
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$6.94B
| – | – |
-9,600
|
|
||
261
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$43.9B
| – | – |
-1,988
|
|
||
262
UnitedHealth
UNH
$266B
| – | – |
-585
|
|
||
263
Vanguard Mortgage-Backed Securities ETF
VMBS
$15B
| – | – |
-4,709
|
|
||
|
OKLO
264
Oklo
OKLO
$9.84B
| – | – |
-1,846
|
|
||
|
WLB
265
DELISTED
Westmoreland Coal Company
WLB
| $0 | ﹤0.01% |
20,000
|
|
||
|
ENPT
266
DELISTED
EN POINTE TECHNOLOGIES INC
ENPT
| $0 | ﹤0.01% |
30,000
|
|