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
26
$1.82M 0.71%
8,217
-1,834
27
$1.75M 0.68%
22,422
+12,336
28
$1.67M 0.65%
+48,419
29
$1.62M 0.63%
4,071
-812
30
$1.55M 0.6%
27,582
-19,704
31
$1.46M 0.57%
5,252
+76
32
$1.46M 0.57%
13,443
-4,367
33
$1.44M 0.56%
8,032
+237
34
$1.33M 0.52%
9,689
+3,648
35
$1.25M 0.49%
9,980
-40
36
$1.12M 0.44%
4,357
+782
37
$1.1M 0.43%
21,318
+2,096
38
$1.03M 0.4%
2,955
+245
39
$1.02M 0.4%
7,063
+1,034
40
$1.01M 0.39%
1,897
+2
41
$969K 0.38%
18,277
-650
42
$886K 0.34%
7,868
+657
43
$866K 0.34%
9,583
-382
44
$856K 0.33%
3,609
+360
45
$835K 0.32%
1,704
+3
46
$830K 0.32%
21,032
+639
47
$825K 0.32%
+30,564
48
$801K 0.31%
5,939
-312
49
$794K 0.31%
3,819
+1,253
50
$760K 0.3%
18,076
+8,378
1
2
3 4 5