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
276
$50K 0.02%
1,657
277
$50K 0.02%
517
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278
$50K 0.02%
+705
279
$49K 0.02%
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281
$48K 0.02%
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282
$48K 0.02%
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283
$48K 0.02%
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284
$48K 0.02%
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285
$47K 0.02%
420
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286
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817
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287
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288
$46K 0.02%
552
289
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290
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295
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296
$44K 0.02%
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298
$44K 0.02%
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299
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472
300
$44K 0.02%
399
+1
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