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
$133M
AUM Growth
-$1.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
901
New
Increased
Reduced
Closed

Top Buys

1
+$639K
2
+$614K
3
+$533K
4
FDD icon
First Trust STOXX European Select Dividend Income Fund
FDD
+$259K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$214K

Top Sells

1
+$11.6M
2
+$2.85M
3
+$1.24M
4
ABBV icon
AbbVie
ABBV
+$990K
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$244K

Sector Composition

1 Technology 10.67%
2 Energy 4.33%
3 Consumer Staples 3.77%
4 Financials 3.28%
5 Communication Services 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$16K 0.01%
321
-175
377
$16K 0.01%
1,539
378
$16K 0.01%
161
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379
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89
380
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381
$15K 0.01%
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382
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265
383
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340
384
$14K 0.01%
78
385
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386
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233
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387
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328
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388
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389
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390
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391
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410
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394
$13K 0.01%
284
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397
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398
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399
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526
400
$13K 0.01%
+200
14 15
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