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
$375M
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$37.7M
2
+$22.5M
3
+$21.2M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$19.5M
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$8.6M

Top Sells

1
+$2.45M
2
+$1.27M
3
+$1.16M
4
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$756K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$742K

Sector Composition

1 Technology 6.45%
2 Consumer Discretionary 2.39%
3 Financials 1.51%
4 Healthcare 1.22%
5 Communication Services 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.41M 0.64%
36,515
+13,555
27
$2.26M 0.6%
20,010
+3,423
28
$2.2M 0.59%
17,810
+1,796
29
$2.09M 0.56%
87,541
-31,649
30
$2.05M 0.55%
22,375
+908
31
$2.03M 0.54%
56,845
-12,401
32
$1.93M 0.52%
25,515
+10,581
33
$1.92M 0.51%
61,039
+1,006
34
$1.88M 0.5%
20,630
-3,296
35
$1.77M 0.47%
84,176
+11,712
36
$1.75M 0.47%
48,040
+7,709
37
$1.73M 0.46%
10,134
-119
38
$1.69M 0.45%
6,336
+268
39
$1.69M 0.45%
+19,406
40
$1.68M 0.45%
7,857
+622
41
$1.64M 0.44%
19,976
+548
42
$1.51M 0.4%
+3,919
43
$1.41M 0.38%
23,076
+399
44
$1.4M 0.37%
35,581
-29,487
45
$1.23M 0.33%
3,986
-148
46
$1.19M 0.32%
17,207
-5,149
47
$1.17M 0.31%
10,720
+1,011
48
$1.1M 0.29%
+13,437
49
$1.05M 0.28%
17,162
+1,010
50
$1.03M 0.27%
10,714
+474
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