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
326
$28K 0.02%
576
+15
327
$28K 0.02%
715
328
$28K 0.02%
515
+2
329
$28K 0.02%
223
330
$27K 0.02%
856
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331
$27K 0.02%
161
332
$27K 0.02%
520
333
$27K 0.02%
480
+126
334
$27K 0.02%
201
+50
335
$27K 0.02%
412
+298
336
– –
0
337
$26K 0.02%
682
338
$26K 0.02%
83
+9
339
$26K 0.02%
1,600
340
$26K 0.02%
970
+13
341
$26K 0.02%
528
342
$26K 0.02%
380
+2
343
$26K 0.02%
2,131
+40
344
$25K 0.02%
2,249
+2,209
345
$25K 0.02%
188
+9
346
$25K 0.02%
666
+114
347
$25K 0.02%
336
+2
348
$25K 0.02%
202
+2
349
$24K 0.02%
602
-10
350
$24K 0.02%
+1,687
12 13
14
15 16