LWM

Liberty Wealth Management Portfolio holdings

AUM $775M
1-Year Est. Return 18.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142M
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,030
New
Increased
Reduced
Closed

Top Buys

1
+$4.9M
2
+$4.67M
3
+$3.06M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.62M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$2.23M

Top Sells

1
+$2.99M
2
+$2.91M
3
+$2.62M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.9M
5
MBB icon
iShares MBS ETF
MBB
+$1.22M

Sector Composition

1 Technology 16.79%
2 Healthcare 3.2%
3 Communication Services 3.16%
4 Consumer Discretionary 3.13%
5 Financials 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$41K 0.03%
1,058
-21
252
$41K 0.03%
510
+3
253
$41K 0.03%
1,347
+4
254
$41K 0.03%
3,224
255
$39K 0.03%
105
-34
256
$39K 0.03%
1,980
-191
257
$39K 0.03%
276
+18
258
$38K 0.03%
749
+108
259
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299
+1
260
$38K 0.03%
735
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261
$38K 0.03%
592
+1
262
$38K 0.03%
930
263
$37K 0.03%
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264
$37K 0.03%
206
265
$37K 0.03%
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266
$37K 0.03%
590
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267
$37K 0.03%
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268
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271
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472
272
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673
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273
$36K 0.03%
630
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274
$36K 0.03%
552
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275
$35K 0.02%
397
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