LWM
Liberty Wealth Management Portfolio holdings
AUM
$638M
1-Year Return
13.75%
This Quarter Return
+9.25%
1 Year Return
+13.75%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$127M
AUM Growth
+$21.2M
(+20%)
Cap. Flow
+$13M
Cap. Flow
% of AUM
10.23%
Top 10 Holdings %
Top 10 Hldgs %
40.56%
Holding
988
New
101
Increased
385
Reduced
170
Closed
49
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$2.94M |
| 2 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$1.8M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
$1.72M |
| 4 |
iShares US Treasury Bond ETF
GOVT
|
$1.62M |
| 5 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$1.54M |
Top Sells
Sector Composition
| 1 | Technology | 16.58% |
| 2 | Energy | 4.65% |
| 3 | Financials | 4.29% |
| 4 | Healthcare | 3.93% |
| 5 | Communication Services | 3.85% |
