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
$204M
AUM Growth
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,123
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$4.24M
3
+$2.07M
4
MBB icon
iShares MBS ETF
MBB
+$1.83M
5
MSFT icon
Microsoft
MSFT
+$1.83M

Top Sells

1
+$2.61M
2
+$2.01M
3
+$1.84M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.76M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.42M

Sector Composition

1 Technology 17.98%
2 Consumer Discretionary 4.09%
3 Financials 3.13%
4 Healthcare 3.03%
5 Communication Services 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$32K 0.02%
751
+246
377
$31K 0.02%
371
-5
378
$31K 0.02%
896
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379
$31K 0.02%
+1,028
380
$31K 0.02%
2,022
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381
$31K 0.02%
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382
$31K 0.02%
2,524
383
$31K 0.02%
553
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384
$30K 0.01%
682
385
$30K 0.01%
1,079
+141
386
$29K 0.01%
679
-1,091
387
$29K 0.01%
1,600
388
$29K 0.01%
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389
$29K 0.01%
234
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390
$29K 0.01%
360
391
$29K 0.01%
337
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$29K 0.01%
224
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$28K 0.01%
657
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$28K 0.01%
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395
$28K 0.01%
637
396
$28K 0.01%
1,091
397
$28K 0.01%
205
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398
$28K 0.01%
340
399
$28K 0.01%
134
400
$27K 0.01%
728
+29
14 15
16
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