LWM

Liberty Wealth Management Portfolio holdings

AUM $638M
1-Year Est. Return 13.75%
This Quarter Est. Return
1 Year Est. Return
+13.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$204M
AUM Growth
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,123
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$4.24M
3
+$2.07M
4
MBB icon
iShares MBS ETF
MBB
+$1.83M
5
MSFT icon
Microsoft
MSFT
+$1.83M

Top Sells

1
+$2.61M
2
+$2.01M
3
+$1.84M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.76M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.42M

Sector Composition

1 Technology 17.98%
2 Consumer Discretionary 4.09%
3 Financials 3.13%
4 Healthcare 3.03%
5 Communication Services 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.33M 0.65%
7,795
+105
27
$1.3M 0.63%
36,642
+13,430
28
$1.22M 0.6%
18,312
-9,088
29
$1.2M 0.59%
+41,034
30
$1.19M 0.58%
5,176
+450
31
$953K 0.47%
10,020
+340
32
$918K 0.45%
3,575
-34
33
$916K 0.45%
6,029
-1,014
34
$913K 0.45%
19,222
+535
35
$905K 0.44%
+12,753
36
$862K 0.42%
4,104
-128
37
$859K 0.42%
18,927
+2,089
38
$806K 0.39%
6,251
+372
39
$806K 0.39%
+9,367
40
$789K 0.39%
1,895
+8
41
$770K 0.38%
10,524
-214
42
$748K 0.37%
3,249
+146
43
$742K 0.36%
10,682
-37,525
44
$737K 0.36%
7,211
+1,683
45
$725K 0.35%
9,965
-55
46
$718K 0.35%
6,041
+50
47
$710K 0.35%
2,710
-348
48
$640K 0.31%
3,621
-132
49
$635K 0.31%
1,701
+1,201
50
$625K 0.31%
28,907
-1,338
1
2
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