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
301
$32K 0.02%
367
302
$32K 0.02%
171
+105
303
$32K 0.02%
+590
304
$31K 0.02%
+404
305
$31K 0.02%
69
306
$31K 0.02%
1,488
+39
307
$31K 0.02%
449
+3
308
$31K 0.02%
350
309
$31K 0.02%
705
310
$31K 0.02%
390
+355
311
$31K 0.02%
4,700
312
$31K 0.02%
178
-65
313
$31K 0.02%
+429
314
$31K 0.02%
411
+35
315
$31K 0.02%
963
316
$30K 0.02%
+1,000
317
$30K 0.02%
43
-1
318
$30K 0.02%
1,123
319
$30K 0.02%
832
+513
320
$29K 0.02%
+1,327
321
$29K 0.02%
315
+21
322
$29K 0.02%
148
+21
323
$29K 0.02%
543
+6
324
$29K 0.02%
1,966
+21
325
$29K 0.02%
280
+5
11 12
13
14 15