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
401
$27K 0.01%
+300
402
$27K 0.01%
101
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403
$27K 0.01%
95
404
$27K 0.01%
643
405
$27K 0.01%
400
406
$27K 0.01%
96
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407
$26K 0.01%
35
408
$26K 0.01%
72
+2
409
$26K 0.01%
100
-103
410
$26K 0.01%
1,632
-1,600
411
$26K 0.01%
100
+48
412
$26K 0.01%
168
413
$26K 0.01%
+1,000
414
$26K 0.01%
424
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415
$26K 0.01%
167
-11
416
$26K 0.01%
93
+2
417
$25K 0.01%
1,806
418
$25K 0.01%
1,380
+18
419
$25K 0.01%
589
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420
$24K 0.01%
164
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421
$24K 0.01%
187
422
$24K 0.01%
84
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423
$24K 0.01%
158
+4
424
$24K 0.01%
143
+22
425
$24K 0.01%
64
+4
15 16
17
18 19