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

Top Buys

1
+$6.34M
2
+$5.35M
3
+$3.99M
4
IYE icon
iShares US Energy ETF
IYE
+$3.44M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$2.47M

Top Sells

1
+$4.37M
2
+$1.44M
3
+$1.06M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$775K
5
MSFT icon
Microsoft
MSFT
+$585K

Sector Composition

1 Technology 15.69%
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%
395
+320
353
$43K 0.02%
+928
354
$43K 0.02%
548
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355
$42K 0.02%
789
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356
$42K 0.02%
606
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357
$41K 0.02%
+703
358
$41K 0.02%
1,806
359
$41K 0.02%
+630
360
$41K 0.02%
682
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361
$41K 0.02%
266
-1
362
$41K 0.02%
213
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363
$41K 0.02%
+1,121
364
$41K 0.02%
1,532
+1,292
365
$40K 0.02%
1,516
366
$40K 0.02%
+864
367
$40K 0.02%
885
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368
$40K 0.02%
194
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369
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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