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
401
$13K 0.01%
181
402
$13K 0.01%
87
+6
403
$12K 0.01%
465
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404
$12K 0.01%
3,112
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405
$12K 0.01%
113
406
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141
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407
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197
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408
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345
409
$12K 0.01%
198
410
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261
411
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149
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412
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209
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413
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102
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414
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273
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415
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112
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275
417
$11K 0.01%
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418
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115
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419
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420
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421
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252
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422
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423
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424
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172
425
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184
-62
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