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
$114M
AUM Growth
-$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,034
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.57M
3
+$1.7M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.46M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.35M

Top Sells

1
+$898K
2
+$378K
3
+$368K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$313K
5
MBB icon
iShares MBS ETF
MBB
+$255K

Sector Composition

1 Technology 15.7%
2 Healthcare 3.83%
3 Communication Services 3.38%
4 Financials 3.37%
5 Energy 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$32K 0.03%
586
+2
277
$31K 0.03%
670
+593
278
$31K 0.03%
+740
279
$31K 0.03%
254
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280
$31K 0.03%
206
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$31K 0.03%
935
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282
$31K 0.03%
997
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283
$30K 0.03%
635
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284
$30K 0.03%
207
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285
$30K 0.03%
1,164
+1
286
$30K 0.03%
472
287
$30K 0.03%
552
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288
$30K 0.03%
1,750
-301
289
$29K 0.03%
2,881
+1,442
290
$29K 0.03%
1,886
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291
$29K 0.03%
537
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292
$29K 0.03%
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293
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294
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295
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296
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297
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224
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298
$28K 0.02%
1,945
+13
299
$28K 0.02%
396
-221
300
$28K 0.02%
525
+484
10 11
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