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
$247M
AUM Growth
-$30.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$2.85M
2
+$2.84M
3
+$2.52M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$2.45M
5
HDV icon
iShares Core High Dividend ETF
HDV
+$2.4M

Top Sells

1
+$2.83M
2
+$2.8M
3
+$2.13M
4
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$1.89M
5
IYE icon
iShares US Energy ETF
IYE
+$1.85M

Sector Composition

1 Technology 9.42%
2 Consumer Discretionary 3.2%
3 Financials 2.14%
4 Communication Services 1.96%
5 Healthcare 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.14M 0.87%
16,014
-366
27
$2.09M 0.85%
21,467
-691
28
$2.06M 0.84%
60,033
-306
29
$2M 0.81%
16,587
-133
30
$1.88M 0.76%
10,253
+88
31
$1.85M 0.75%
40,331
-3,960
32
$1.83M 0.74%
7,235
-288
33
$1.76M 0.71%
19,428
-23,541
34
$1.69M 0.68%
+72,464
35
$1.66M 0.67%
6,068
+635
36
$1.62M 0.66%
75,271
+1,480
37
$1.61M 0.65%
22,960
+1,646
38
$1.58M 0.64%
22,677
+76
39
$1.55M 0.63%
22,356
+17,740
40
$1.41M 0.57%
+41,527
41
$1.35M 0.55%
4,134
-52
42
$1.31M 0.53%
9,160
+370
43
$1.2M 0.48%
14,934
-10,270
44
$1.17M 0.47%
9,709
+2,113
45
$1.12M 0.45%
10,240
-200
46
$1.07M 0.43%
9,938
-353
47
$1.06M 0.43%
16,152
-1,617
48
$997K 0.4%
10,948
+592
49
$994K 0.4%
30,771
-58,571
50
$909K 0.37%
+26,262
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