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
$485M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$43.1M
2
+$30.3M
3
+$29M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$24.6M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$16.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 10.71%
2 Consumer Discretionary 2.15%
3 Financials 1.63%
4 Healthcare 1.42%
5 Communication Services 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.41M 1.12%
+74,286
27
$5.33M 1.1%
+99,617
28
$5.16M 1.06%
+205,930
29
$4.69M 0.97%
+197,431
30
$4.52M 0.93%
+286,710
31
$4.07M 0.84%
+154,663
32
$3.85M 0.79%
+18,539
33
$3.69M 0.76%
+118,190
34
$3.66M 0.75%
+22,289
35
$3.61M 0.74%
+166,704
36
$3.58M 0.74%
+136,400
37
$3.37M 0.7%
+69,139
38
$3.3M 0.68%
+36,125
39
$3.12M 0.64%
+8,306
40
$3.11M 0.64%
+181,392
41
$2.95M 0.61%
+25,784
42
$2.94M 0.61%
+139,216
43
$2.75M 0.57%
+19,934
44
$2.6M 0.54%
+21,178
45
$2.4M 0.5%
+6,463
46
$2.32M 0.48%
+22,623
47
$2.28M 0.47%
+27,692
48
$2.09M 0.43%
+56,040
49
$2.05M 0.42%
+80,903
50
$2.05M 0.42%
+25,639
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