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
$257M
AUM Growth
+$52.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,220
New
Increased
Reduced
Closed

Top Buys

1
+$6.34M
2
+$5.35M
3
+$3.99M
4
IYE icon
iShares US Energy ETF
IYE
+$3.44M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$2.47M

Top Sells

1
+$4.37M
2
+$1.44M
3
+$1.06M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$775K
5
MSFT icon
Microsoft
MSFT
+$585K

Sector Composition

1 Technology 15.69%
2 Consumer Discretionary 3.61%
3 Financials 3.17%
4 Healthcare 2.56%
5 Communication Services 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
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553
+1
277
$64K 0.02%
1,572
+1,493
278
$64K 0.02%
4,746
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312
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281
$62K 0.02%
924
282
$61K 0.02%
524
+7
283
$61K 0.02%
169
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284
$61K 0.02%
534
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285
$60K 0.02%
2,242
286
$60K 0.02%
750
287
$60K 0.02%
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288
$60K 0.02%
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290
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291
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716
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$58K 0.02%
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295
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297
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298
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1,365
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299
$56K 0.02%
630
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300
$56K 0.02%
672
-17
10 11
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