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
$142M
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,030
New
Increased
Reduced
Closed

Top Buys

1
+$5.07M
2
+$4.96M
3
+$3.26M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.66M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.32M

Top Sells

1
+$3.18M
2
+$3.02M
3
+$2.77M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.98M
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
$38K 0.03%
299
+1
260
$38K 0.03%
735
+3
261
$38K 0.03%
592
+1
262
$38K 0.03%
930
263
$37K 0.03%
590
+4
264
$37K 0.03%
1,164
265
$37K 0.03%
1,800
266
$37K 0.03%
206
267
$37K 0.03%
1,008
+11
268
$36K 0.03%
+891
269
$36K 0.03%
608
+6
270
$36K 0.03%
1,260
271
$36K 0.03%
472
272
$36K 0.03%
663
-14
273
$36K 0.03%
630
+430
274
$36K 0.03%
552
-135
275
$35K 0.02%
397
+1
9 10
11
12 13