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
$257M
AUM Growth
+$52.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,220
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$5.49M
3
+$3.97M
4
IYE icon
iShares US Energy ETF
IYE
+$3.59M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$2.48M

Top Sells

1
+$4.46M
2
+$1.47M
3
+$1.11M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$790K
5
MSFT icon
Microsoft
MSFT
+$623K

Sector Composition

1 Technology 15.7%
2 Consumer Discretionary 3.61%
3 Financials 3.17%
4 Healthcare 2.56%
5 Communication Services 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$43K 0.02%
273
+199
352
$43K 0.02%
79
+64
353
$43K 0.02%
+928
354
$43K 0.02%
548
-5
355
$42K 0.02%
789
+152
356
$42K 0.02%
606
-84
357
$41K 0.02%
1,532
+1,292
358
$41K 0.02%
+703
359
$41K 0.02%
1,806
360
$41K 0.02%
+630
361
$41K 0.02%
682
+3
362
$41K 0.02%
266
-1
363
$41K 0.02%
213
+22
364
$41K 0.02%
+1,121
365
$40K 0.02%
1,516
366
$40K 0.02%
+864
367
$40K 0.02%
885
-175
368
$40K 0.02%
194
+185
369
$40K 0.02%
1,641
370
$40K 0.02%
+4,176
371
$40K 0.02%
+760
372
$40K 0.02%
2,767
-205
373
$40K 0.02%
520
374
$40K 0.02%
415
-6
375
$39K 0.02%
158
-2
13 14
15
16 17