LWM

Liberty Wealth Management Portfolio holdings

AUM $775M
1-Year Est. Return 18.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.64%
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
+$4.9M
2
+$4.67M
3
+$3.06M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.62M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$2.23M

Top Sells

1
+$2.99M
2
+$2.91M
3
+$2.62M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.9M
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%
738
402
$17K 0.01%
748
-53
403
$17K 0.01%
502
+155
404
$17K 0.01%
210
405
$17K 0.01%
1,321
406
$17K 0.01%
418
+1
407
$17K 0.01%
400
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408
$17K 0.01%
809
+2
409
$17K 0.01%
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410
$17K 0.01%
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
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254
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416
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265
417
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312
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418
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168
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421
$15K 0.01%
3,350
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422
$15K 0.01%
329
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423
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+664
424
$15K 0.01%
534
425
$15K 0.01%
302
+140
15 16
17
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