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
$127M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
988
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$1.8M
3
+$1.72M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.62M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.54M

Top Sells

1
+$4.23M
2
+$356K
3
+$312K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$294K
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$236K

Sector Composition

1 Technology 16.58%
2 Energy 4.65%
3 Financials 4.29%
4 Healthcare 3.93%
5 Communication Services 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$33K 0.03%
188
+35
327
$33K 0.03%
300
+111
328
$32K 0.03%
671
-60
329
$32K 0.03%
1,600
330
$32K 0.03%
438
-14
331
$32K 0.03%
94
+2
332
$32K 0.03%
797
-166
333
$32K 0.03%
4,362
-8
334
$32K 0.03%
214
+50
335
$32K 0.03%
4,250
336
$31K 0.02%
552
-100
337
$31K 0.02%
178
+19
338
$31K 0.02%
226
+202
339
$31K 0.02%
1,655
+55
340
$31K 0.02%
376
+3
341
$31K 0.02%
2,048
+41
342
$31K 0.02%
406
+10
343
$30K 0.02%
713
+29
344
$30K 0.02%
+715
345
$30K 0.02%
768
+12
346
$30K 0.02%
657
+93
347
$29K 0.02%
124
+28
348
$29K 0.02%
682
349
$29K 0.02%
151
+7
350
$29K 0.02%
866
+6
12 13
14
15 16