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
$127M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
988
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$1.72M
3
+$1.68M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.63M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.47M

Top Sells

1
+$4.21M
2
+$344K
3
+$311K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$293K
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$236K

Sector Composition

1 Technology 16.58%
2 Energy 4.65%
3 Financials 4.29%
4 Healthcare 3.93%
5 Communication Services 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$18K 0.01%
450
+25
427
$18K 0.01%
333
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428
$18K 0.01%
410
429
$18K 0.01%
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430
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216
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431
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133
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432
$18K 0.01%
302
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433
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3,455
-2,760
434
$17K 0.01%
110
435
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436
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437
$17K 0.01%
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438
$17K 0.01%
712
439
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440
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448
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449
$16K 0.01%
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450
$16K 0.01%
434
+182
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