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
$127M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
988
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$1.8M
3
+$1.72M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.62M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.54M

Top Sells

1
+$4.23M
2
+$356K
3
+$312K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$294K
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$236K

Sector Composition

1 Technology 16.58%
2 Energy 4.65%
3 Financials 4.29%
4 Healthcare 3.93%
5 Communication Services 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$49K 0.04%
318
+3
252
$48K 0.04%
165
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253
$48K 0.04%
1,047
254
$48K 0.04%
581
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255
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597
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256
$48K 0.04%
2,409
257
$48K 0.04%
2,273
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258
$47K 0.04%
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259
$46K 0.04%
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+21
260
$46K 0.04%
1,340
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261
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801
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262
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447
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263
$45K 0.04%
2,700
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264
$45K 0.04%
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265
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808
266
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1,265
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$45K 0.04%
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$44K 0.03%
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271
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328
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273
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274
$43K 0.03%
206
-38
275
$43K 0.03%
1,092
+28
9 10
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