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
$142M
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,030
New
Increased
Reduced
Closed

Top Buys

1
+$5.07M
2
+$4.96M
3
+$3.26M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.66M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.32M

Top Sells

1
+$3.18M
2
+$3.02M
3
+$2.77M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.98M
5
MBB icon
iShares MBS ETF
MBB
+$1.22M

Sector Composition

1 Technology 16.79%
2 Healthcare 3.2%
3 Communication Services 3.16%
4 Consumer Discretionary 3.13%
5 Financials 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$10K 0.01%
+658
502
$10K 0.01%
+336
503
$9K 0.01%
180
-50
504
$9K 0.01%
110
+1
505
$9K 0.01%
+78
506
$9K 0.01%
178
-4
507
$9K 0.01%
105
+27
508
$9K 0.01%
54
509
$9K 0.01%
+43
510
$9K 0.01%
997
-979
511
$9K 0.01%
74
512
$9K 0.01%
134
+2
513
$9K 0.01%
222
+2
514
$9K 0.01%
92
515
$9K 0.01%
122
-10
516
$9K 0.01%
98
517
$9K 0.01%
120
-56
518
$9K 0.01%
190
519
$9K 0.01%
745
520
$9K 0.01%
+394
521
$9K 0.01%
104
522
$9K 0.01%
1,000
+256
523
$9K 0.01%
47
-3
524
$9K 0.01%
586
+580
525
$8K 0.01%
364
+4
19 20
21
22 23