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
$257M
AUM Growth
+$52.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,220
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$5.49M
3
+$3.97M
4
IYE icon
iShares US Energy ETF
IYE
+$3.59M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$2.48M

Top Sells

1
+$4.46M
2
+$1.47M
3
+$1.11M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$790K
5
MSFT icon
Microsoft
MSFT
+$623K

Sector Composition

1 Technology 15.7%
2 Consumer Discretionary 3.61%
3 Financials 3.17%
4 Healthcare 2.56%
5 Communication Services 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$33K 0.01%
683
-45
402
$33K 0.01%
469
-511
403
$33K 0.01%
712
404
$33K 0.01%
2,051
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405
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1,181
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406
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416
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407
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340
408
$32K 0.01%
72
409
$31K 0.01%
225
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410
$31K 0.01%
1,494
-178
411
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1,800
412
$31K 0.01%
382
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413
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414
$31K 0.01%
831
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415
$31K 0.01%
216
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416
$30K 0.01%
302
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417
$30K 0.01%
718
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418
$30K 0.01%
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419
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420
$30K 0.01%
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421
$30K 0.01%
424
422
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130
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423
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1,000
424
$29K 0.01%
209
+4
425
– –
-1,650
15 16
17
18 19