LWM

Liberty Wealth Management Portfolio holdings

AUM $775M
1-Year Est. Return 18.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$204M
AUM Growth
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,123
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$3.94M
3
+$1.89M
4
MBB icon
iShares MBS ETF
MBB
+$1.83M
5
MSFT icon
Microsoft
MSFT
+$1.64M

Top Sells

1
+$2.43M
2
+$1.98M
3
+$1.71M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.46M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.42M

Sector Composition

1 Technology 17.98%
2 Consumer Discretionary 4.09%
3 Financials 3.13%
4 Healthcare 3.03%
5 Communication Services 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$16K 0.01%
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502
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233
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503
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+170
504
$16K 0.01%
69
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70
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506
$16K 0.01%
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507
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508
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69
509
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510
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235
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511
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182
512
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155
513
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1,135
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514
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8
515
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280
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516
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517
$14K 0.01%
139
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518
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519
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520
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521
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522
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700
523
$14K 0.01%
81
524
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274
+12
525
$14K 0.01%
103
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