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
276
$35K 0.02%
2,107
+100
277
$35K 0.02%
712
278
$35K 0.02%
+70
279
$35K 0.02%
+616
280
$35K 0.02%
+455
281
$34K 0.02%
1,844
-42
282
$34K 0.02%
299
+284
283
$34K 0.02%
341
+12
284
$34K 0.02%
295
-100
285
$34K 0.02%
780
-173
286
$34K 0.02%
546
+202
287
$34K 0.02%
1,700
+184
288
$34K 0.02%
+179
289
$34K 0.02%
281
290
$33K 0.02%
207
291
$33K 0.02%
552
292
$33K 0.02%
600
-14
293
$33K 0.02%
412
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294
$33K 0.02%
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295
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1,280
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296
$33K 0.02%
1,641
297
$33K 0.02%
646
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298
$33K 0.02%
221
-3
299
$32K 0.02%
+1,130
300
$32K 0.02%
+1,180
10 11
12
13 14