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
351
$24K 0.02%
+154
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
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357
$23K 0.02%
652
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358
$23K 0.02%
172
359
$23K 0.02%
616
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360
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235
361
$23K 0.02%
180
362
$22K 0.02%
90
363
$22K 0.02%
226
364
$22K 0.02%
882
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365
$22K 0.02%
500
366
$22K 0.02%
2,277
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367
$22K 0.02%
657
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368
$22K 0.02%
91
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369
$22K 0.02%
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370
$22K 0.02%
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$22K 0.02%
214
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372
$21K 0.01%
169
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373
$21K 0.01%
511
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374
$21K 0.01%
142
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375
$21K 0.01%
2,303
+32
13 14
15
16 17