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
426
$29K 0.01%
501
-60
427
$29K 0.01%
156
+1
428
$29K 0.01%
2,069
-93
429
$29K 0.01%
754
430
$28K 0.01%
97
-6
431
$28K 0.01%
19
432
$28K 0.01%
292
433
$28K 0.01%
+689
434
$28K 0.01%
34
-1
435
$28K 0.01%
568
-75
436
$28K 0.01%
1,418
+38
437
$28K 0.01%
464
-466
438
$28K 0.01%
2,000
439
$28K 0.01%
+121
440
$27K 0.01%
130
441
$27K 0.01%
195
+15
442
$27K 0.01%
1,000
443
$27K 0.01%
327
-527
444
$27K 0.01%
423
+2
445
$27K 0.01%
317
+211
446
$27K 0.01%
6,945
+6,940
447
$27K 0.01%
97
-3
448
$27K 0.01%
494
+188
449
$27K 0.01%
390
450
$27K 0.01%
115
+45
16 17
18
19 20