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
$523M
AUM Growth
-$77.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$5.42M
2
+$5.09M
3
+$4.29M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.2M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.84M

Top Sells

1
+$8.73M
2
+$7.85M
3
+$6.07M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$5.58M
5
MBB icon
iShares MBS ETF
MBB
+$5.18M

Sector Composition

1 Technology 12.7%
2 Consumer Discretionary 2.36%
3 Healthcare 2.03%
4 Communication Services 1.63%
5 Financials 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.59M 1.07%
27,655
+2,258
27
$5.52M 1.06%
20,366
+15,824
28
$5.46M 1.04%
21,063
-4,186
29
$5.45M 1.04%
187,313
+378
30
$5.34M 1.02%
90,701
-20,533
31
$5.3M 1.01%
70,119
-103,782
32
$4.91M 0.94%
9,923
+37
33
$4.59M 0.88%
65,218
+1,911
34
$4.41M 0.84%
23,191
+3,430
35
$4.39M 0.84%
76,182
+2,165
36
$3.78M 0.72%
16,338
+2
37
$3.78M 0.72%
10,772
-285
38
$3.67M 0.7%
8,059
+485
39
$3.61M 0.69%
21,564
-762
40
$3.55M 0.68%
109,757
-1,392
41
$3.35M 0.64%
23,936
-72
42
$2.89M 0.55%
16,758
-974
43
$2.74M 0.52%
18,854
+553
44
$2.67M 0.51%
43,332
-314
45
$2.56M 0.49%
4,447
+84
46
$2.54M 0.49%
48,682
+5,339
47
$2.48M 0.47%
15,843
+81
48
$2.36M 0.45%
6,702
+46
49
$2.05M 0.39%
9,221
+19
50
$1.99M 0.38%
7,535
+203
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