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
$142M
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,030
New
Increased
Reduced
Closed

Top Buys

1
+$5.07M
2
+$4.96M
3
+$3.26M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.66M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.32M

Top Sells

1
+$3.18M
2
+$3.02M
3
+$2.77M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.98M
5
MBB icon
iShares MBS ETF
MBB
+$1.22M

Sector Composition

1 Technology 16.79%
2 Healthcare 3.2%
3 Communication Services 3.16%
4 Consumer Discretionary 3.13%
5 Financials 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$17K 0.01%
+2,000
402
$17K 0.01%
1,000
403
$17K 0.01%
738
404
$17K 0.01%
748
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405
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502
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406
$17K 0.01%
210
407
$17K 0.01%
1,321
408
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418
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409
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400
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410
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98
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411
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403
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412
$16K 0.01%
190
413
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158
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414
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415
$16K 0.01%
254
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416
$16K 0.01%
265
417
$16K 0.01%
312
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418
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168
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419
$16K 0.01%
1,480
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420
$16K 0.01%
77
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421
$15K 0.01%
3,350
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422
$15K 0.01%
329
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423
$15K 0.01%
+664
424
$15K 0.01%
534
425
$15K 0.01%
302
+140
15 16
17
18 19