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

Top Buys

1
+$2.94M
2
+$1.8M
3
+$1.72M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.62M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.54M

Top Sells

1
+$4.23M
2
+$356K
3
+$312K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$294K
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
26
$816K 0.64%
5,644
+855
27
$768K 0.61%
16,022
+2,268
28
$745K 0.59%
9,771
-1,169
29
$738K 0.58%
4,052
-522
30
$727K 0.57%
6,064
-701
31
$710K 0.56%
4,627
+28
32
$695K 0.55%
13,123
+6,264
33
$694K 0.55%
23,920
+954
34
$685K 0.54%
7,420
+1,380
35
$664K 0.52%
9,940
+460
36
$652K 0.51%
3,177
+25
37
$636K 0.5%
3,734
-192
38
$620K 0.49%
15,055
+5,555
39
$610K 0.48%
4,886
+419
40
$574K 0.45%
16,308
+1,688
41
$544K 0.43%
2,847
+2,585
42
$542K 0.43%
+5,563
43
$534K 0.42%
2,783
-146
44
$521K 0.41%
27,717
-4,011
45
$518K 0.41%
2,434
+3
46
$517K 0.41%
1,606
+110
47
$515K 0.41%
6,911
+45
48
$506K 0.4%
4,198
+323
49
$503K 0.4%
16,901
-142,184
50
$501K 0.39%
3,917
-2,300
1
2
3 4 5