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
$142M
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,030
New
Increased
Reduced
Closed

Top Buys

1
+$5.07M
2
+$4.96M
3
+$3.26M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.66M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.32M

Top Sells

1
+$3.18M
2
+$3.02M
3
+$2.77M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.98M
5
MBB icon
iShares MBS ETF
MBB
+$1.22M

Sector Composition

1 Technology 16.79%
2 Healthcare 3.2%
3 Communication Services 3.16%
4 Consumer Discretionary 3.13%
5 Financials 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.03M 0.72%
7,440
+20
27
$926K 0.65%
4,223
-161
28
$911K 0.64%
12,660
-4,545
29
$857K 0.6%
7,686
+1,967
30
$819K 0.58%
4,588
-42
31
$787K 0.55%
34,407
-641
32
$782K 0.55%
16,420
-209
33
$766K 0.54%
22,530
-3,419
34
$727K 0.51%
10,280
+80
35
$706K 0.5%
3,107
-4
36
$702K 0.49%
3,471
-275
37
$676K 0.48%
17,420
-2,723
38
$629K 0.44%
1,883
39
$620K 0.44%
10,181
-11,820
40
$579K 0.41%
5,817
-60
41
$563K 0.4%
4,119
+206
42
$563K 0.4%
4,709
+31
43
$562K 0.4%
10,159
+13
44
$561K 0.39%
2,911
+619
45
$549K 0.39%
3,690
+3
46
$548K 0.39%
9,574
-83
47
$535K 0.38%
3,742
-3,156
48
$475K 0.33%
4,822
+2,424
49
$473K 0.33%
19,898
+3,281
50
$458K 0.32%
6,939
+28
1
2
3 4 5