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
$204M
AUM Growth
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,123
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$4.24M
3
+$2.07M
4
MBB icon
iShares MBS ETF
MBB
+$1.83M
5
MSFT icon
Microsoft
MSFT
+$1.83M

Top Sells

1
+$2.61M
2
+$2.01M
3
+$1.84M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.76M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.42M

Sector Composition

1 Technology 17.98%
2 Consumer Discretionary 4.09%
3 Financials 3.13%
4 Healthcare 3.03%
5 Communication Services 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$59K 0.03%
664
+278
252
$59K 0.03%
152
+21
253
$59K 0.03%
750
254
$59K 0.03%
1,338
+727
255
$58K 0.03%
+641
256
$57K 0.03%
980
+257
257
$57K 0.03%
1,032
-134
258
$57K 0.03%
1,750
259
$56K 0.03%
1,507
+377
260
$56K 0.03%
1,355
+5
261
$56K 0.03%
854
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262
$56K 0.03%
1,035
-31
263
$55K 0.03%
1,650
+6
264
$55K 0.03%
2,242
265
$55K 0.03%
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-91
266
$54K 0.03%
1,035
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267
$54K 0.03%
236
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$54K 0.03%
689
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530
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270
$53K 0.03%
461
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271
$53K 0.03%
552
272
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608
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273
$53K 0.03%
1,488
274
$51K 0.03%
5,000
275
$51K 0.03%
930
+466
9 10
11
12 13