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
$142M
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,030
New
Increased
Reduced
Closed

Top Buys

1
+$5.07M
2
+$4.96M
3
+$3.26M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.66M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.32M

Top Sells

1
+$3.18M
2
+$3.02M
3
+$2.77M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.98M
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%
+1,130
302
$32K 0.02%
+1,180
303
$32K 0.02%
367
304
$31K 0.02%
963
305
$31K 0.02%
+404
306
$31K 0.02%
69
307
$31K 0.02%
1,488
+39
308
$31K 0.02%
449
+3
309
$31K 0.02%
350
310
$31K 0.02%
705
311
$31K 0.02%
178
-65
312
$31K 0.02%
+429
313
$31K 0.02%
411
+35
314
$31K 0.02%
390
+355
315
$31K 0.02%
4,700
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%
280
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321
$29K 0.02%
+1,327
322
$29K 0.02%
315
+21
323
$29K 0.02%
148
+21
324
$29K 0.02%
543
+6
325
$29K 0.02%
1,966
+21
11 12
13
14 15