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
$133M
AUM Growth
-$1.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
901
New
Increased
Reduced
Closed

Top Buys

1
+$639K
2
+$614K
3
+$533K
4
FDD icon
First Trust STOXX European Select Dividend Income Fund
FDD
+$259K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$214K

Top Sells

1
+$11.6M
2
+$2.85M
3
+$1.24M
4
ABBV icon
AbbVie
ABBV
+$990K
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$244K

Sector Composition

1 Technology 10.67%
2 Energy 4.33%
3 Consumer Staples 3.77%
4 Financials 3.28%
5 Communication Services 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$32K 0.02%
1,631
+216
277
$32K 0.02%
551
278
$32K 0.02%
808
-443
279
$32K 0.02%
1,151
280
$31K 0.02%
350
281
$31K 0.02%
254
282
$31K 0.02%
1,590
-280
283
$30K 0.02%
1,509
+235
284
$30K 0.02%
+591
285
$30K 0.02%
9,435
-3,251
286
$30K 0.02%
762
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287
$30K 0.02%
461
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288
$29K 0.02%
422
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289
$29K 0.02%
886
290
$29K 0.02%
281
291
$29K 0.02%
4,250
292
$28K 0.02%
155
+21
293
$28K 0.02%
234
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294
$28K 0.02%
1,600
295
$28K 0.02%
1,928
+39
296
$27K 0.02%
309
+303
297
$27K 0.02%
370
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298
$27K 0.02%
204
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299
$27K 0.02%
190
+99
300
$27K 0.02%
1,950
-100
10 11
12
13 14