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
$114M
AUM Growth
-$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,034
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.57M
3
+$1.7M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.46M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.35M

Top Sells

1
+$898K
2
+$378K
3
+$368K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$313K
5
MBB icon
iShares MBS ETF
MBB
+$255K

Sector Composition

1 Technology 15.7%
2 Healthcare 3.83%
3 Communication Services 3.38%
4 Financials 3.37%
5 Energy 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$18K 0.02%
279
+73
377
$18K 0.02%
930
378
$18K 0.02%
636
+31
379
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380
$18K 0.02%
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$17K 0.01%
410
382
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621
383
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317
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$17K 0.01%
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385
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307
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386
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117
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387
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189
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390
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391
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393
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194
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396
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124
397
$15K 0.01%
553
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398
$15K 0.01%
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399
$15K 0.01%
310
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400
$15K 0.01%
2,524
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16
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