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
$466M
AUM Growth
+$64.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$6.02M
3
+$5.75M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$4.96M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$2.95M

Top Sells

1
+$2.15B
2
+$651M
3
+$315M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$188M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$163M

Sector Composition

1 Technology 12.61%
2 Consumer Discretionary 2.26%
3 Financials 1.39%
4 Communication Services 1.19%
5 Healthcare 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.57M 0.98%
177,033
+221
27
$4.53M 0.97%
18,248
+91
28
$4.2M 0.9%
84,830
-400
29
$3.73M 0.8%
2,936
-5,823
30
$3.46M 0.74%
21,379
-263
31
$3.22M 0.69%
21,610
+1,266
32
$3.12M 0.67%
61,860
-5,684
33
$3.09M 0.66%
27,964
+5,997
34
$3.08M 0.66%
39,421
-30,288
35
$2.96M 0.64%
19,517
+335
36
$2.95M 0.63%
+53,312
37
$2.8M 0.6%
26,686
-22,907
38
$2.63M 0.56%
28,868
+8,633
39
$2.63M 0.56%
18
-14,731
40
$2.6M 0.56%
64,857
+4,925
41
$2.5M 0.54%
282
-15,276
42
$2.44M 0.52%
106,083
-43,649
43
$2.42M 0.52%
22,907
+231
44
$2.19M 0.47%
56
-4,169
45
$2.16M 0.46%
42,755
-2,984
46
$2.01M 0.43%
+72,839
47
$1.98M 0.42%
5,540
+31
48
$1.93M 0.41%
438
-8,722
49
$1.89M 0.4%
722
-6,641
50
$1.73M 0.37%
+44,210
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