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
$402M
AUM Growth
-$2.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$4.57M
3
+$3.64M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.43M
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$2.92M

Top Sells

1
+$3.41M
2
+$3.09M
3
+$2.61M
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$2.36M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.15M

Sector Composition

1 Technology 12.35%
2 Consumer Discretionary 2.44%
3 Financials 1.65%
4 Communication Services 1.22%
5 Energy 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.21M 1.05%
176,812
+570
27
$4.11M 1.02%
60,139
+53,219
28
$4.07M 1.01%
38,841
-32,504
29
$3.71M 0.92%
85,230
+54,060
30
$3.44M 0.86%
8,759
+325
31
$3.43M 0.85%
20,344
+162
32
$3.43M 0.85%
67,544
+57,641
33
$3.3M 0.82%
149,732
-118,273
34
$3M 0.75%
21,642
+416
35
$2.79M 0.69%
20,235
+135
36
$2.48M 0.62%
19,182
+1,036
37
$2.4M 0.6%
22,676
-1,077
38
$2.24M 0.56%
21,967
+19,557
39
$2.19M 0.55%
59,932
+2,140
40
$2.18M 0.54%
45,739
-25,765
41
$2.01M 0.5%
+40,345
42
$1.93M 0.48%
5,509
43
$1.79M 0.45%
17,315
+14,563
44
$1.75M 0.44%
4,225
+143
45
$1.73M 0.43%
9,160
-67
46
$1.73M 0.43%
7,363
+140
47
$1.47M 0.37%
42,006
+461
48
$1.42M 0.35%
10,765
-480
49
$1.33M 0.33%
16,130
+121
50
$1.3M 0.32%
4,334
-683
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