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
$133M
AUM Growth
-$1.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
901
New
Increased
Reduced
Closed

Top Buys

1
+$639K
2
+$614K
3
+$533K
4
FDD icon
First Trust STOXX European Select Dividend Income Fund
FDD
+$259K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$214K

Top Sells

1
+$11.6M
2
+$2.85M
3
+$1.24M
4
ABBV icon
AbbVie
ABBV
+$990K
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$244K

Sector Composition

1 Technology 10.67%
2 Energy 4.33%
3 Consumer Staples 3.77%
4 Financials 3.28%
5 Communication Services 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$6K ﹤0.01%
+36
502
$6K ﹤0.01%
91
503
$6K ﹤0.01%
34
504
$6K ﹤0.01%
142
505
$6K ﹤0.01%
76
506
$6K ﹤0.01%
141
507
$6K ﹤0.01%
117
508
$6K ﹤0.01%
+193
509
$6K ﹤0.01%
155
510
$6K ﹤0.01%
145
511
$6K ﹤0.01%
212
512
$6K ﹤0.01%
82
513
$6K ﹤0.01%
113
514
$6K ﹤0.01%
193
+1
515
$6K ﹤0.01%
213
-250
516
$6K ﹤0.01%
+201
517
$6K ﹤0.01%
48
-24
518
$6K ﹤0.01%
1,290
+1,156
519
$6K ﹤0.01%
150
+52
520
$6K ﹤0.01%
138
521
$6K ﹤0.01%
+60
522
$6K ﹤0.01%
100
523
$6K ﹤0.01%
656
+313
524
$6K ﹤0.01%
+1,583
525
$6K ﹤0.01%
101
+1
19 20
21
22 23