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
351
$24K 0.02%
+1,687
352
$24K 0.02%
489
+25
353
$24K 0.02%
2,524
354
$24K 0.02%
216
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355
$23K 0.02%
160
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356
$23K 0.02%
185
+5
357
$23K 0.02%
652
+254
358
$23K 0.02%
172
359
$23K 0.02%
616
-145
360
$23K 0.02%
235
361
$23K 0.02%
360
362
$22K 0.02%
91
-120
363
$22K 0.02%
+2,000
364
$22K 0.02%
697
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365
$22K 0.02%
214
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366
$22K 0.02%
90
367
$22K 0.02%
226
368
$22K 0.02%
882
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369
$22K 0.02%
500
370
$22K 0.02%
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371
$22K 0.02%
657
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372
$21K 0.01%
169
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373
$21K 0.01%
511
+122
374
$21K 0.01%
142
-7
375
$21K 0.01%
2,303
+32
13 14
15
16 17