LWM
Liberty Wealth Management Portfolio holdings
AUM
$710M
1-Year Est. Return
15.99%
1 Year Est. Return
+15.99%
AUM
$710M
AUM Growth
+$72.3M
(+11%)
Holding
260
Top Buys
| 1 | +$3.93M | |
| 2 | +$3.7M | |
| 3 | +$2.34M | |
| 4 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$1.21M |
| 5 |
iShares MSCI EAFE Value ETF
EFV
|
+$1.17M |
Top Sells
| 1 | +$1.14M | |
| 2 | +$668K | |
| 3 | +$555K | |
| 4 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
+$431K |
| 5 |
Meta Platforms (Facebook)
META
|
+$382K |
Sector Composition
| 1 | Technology | 12.41% |
| 2 | Consumer Discretionary | 2.19% |
| 3 | Financials | 1.73% |
| 4 | Communication Services | 1.71% |
| 5 | Healthcare | 1.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.2B
| – | – |
-2,905
|
|
||
252
Fidelity MSCI Consumer Staples Index ETF
FSTA
$1.33B
| – | – |
-3,937
|
|
||
253
Snowflake
SNOW
$85.1B
| – | – |
-5,114
|
|
||
254
WisdomTree Floating Rate Treasury Fund
USFR
$16.7B
| – | – |
-4,095
|
|
||
|
WLB
255
DELISTED
Westmoreland Coal Company
WLB
| $0 | ﹤0.01% |
20,000
|
|
||
|
ENPT
256
DELISTED
EN POINTE TECHNOLOGIES INC
ENPT
| $0 | ﹤0.01% |
30,000
|
|