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
$546M
AUM Growth
+$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$36.6M
2
+$19M
3
+$16.5M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$16.1M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$13.5M

Top Sells

1
+$457K
2
+$428K
3
+$356K
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$301K
5
GE icon
GE Aerospace
GE
+$239K

Sector Composition

1 Technology 14.25%
2 Financials 2.41%
3 Healthcare 2.04%
4 Consumer Discretionary 1.91%
5 Communication Services 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.93M 1.09%
101,310
+1,376
27
$5.29M 0.97%
167,356
+109,156
28
$5.23M 0.96%
25,430
+6,342
29
$5.17M 0.95%
21,923
+121
30
$4.97M 0.91%
+11,171
31
$4.78M 0.88%
209,403
+173,455
32
$4.77M 0.87%
299,691
+122,475
33
$4.26M 0.78%
269,517
+260,474
34
$3.84M 0.7%
84,684
+64,785
35
$3.74M 0.69%
25,290
+7,224
36
$3.68M 0.68%
52,574
+3,744
37
$3.52M 0.65%
209,341
+165,151
38
$3.52M 0.64%
69,470
+12,828
39
$3.49M 0.64%
16,338
-663
40
$3.41M 0.62%
140,958
+62,864
41
$3.39M 0.62%
30,184
+7,218
42
$3.34M 0.61%
207,933
+187,185
43
$3.21M 0.59%
102,296
+8,059
44
$2.99M 0.55%
18,635
+681
45
$2.77M 0.51%
136,856
+70,816
46
$2.61M 0.48%
312,055
+307,580
47
$2.57M 0.47%
80,288
+58,302
48
$2.54M 0.47%
+6,621
49
$2.26M 0.41%
436,544
+431,123
50
$2.19M 0.4%
34,998
+29,521
1
2
3 4 5