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
$204M
AUM Growth
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,123
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$4.24M
3
+$2.07M
4
MBB icon
iShares MBS ETF
MBB
+$1.83M
5
MSFT icon
Microsoft
MSFT
+$1.83M

Top Sells

1
+$2.61M
2
+$2.01M
3
+$1.84M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.76M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.42M

Sector Composition

1 Technology 17.98%
2 Consumer Discretionary 4.09%
3 Financials 3.13%
4 Healthcare 3.03%
5 Communication Services 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$39K 0.02%
1,875
+17
327
$39K 0.02%
350
328
$39K 0.02%
806
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329
$39K 0.02%
69
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330
$39K 0.02%
435
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331
$38K 0.02%
627
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332
$38K 0.02%
348
+31
333
$38K 0.02%
2,000
334
$37K 0.02%
+1,095
335
$37K 0.02%
1,000
336
$37K 0.02%
712
337
$37K 0.02%
+1,672
338
$37K 0.02%
540
-50
339
$37K 0.02%
3,000
340
$37K 0.02%
335
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341
$36K 0.02%
412
342
$36K 0.02%
1,641
343
$36K 0.02%
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$35K 0.02%
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346
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347
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298
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348
$35K 0.02%
2,097
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349
$35K 0.02%
303
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350
$35K 0.02%
780
12 13
14
15 16