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
$257M
AUM Growth
+$52.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,220
New
Increased
Reduced
Closed

Top Buys

1
+$6.34M
2
+$5.35M
3
+$3.99M
4
IYE icon
iShares US Energy ETF
IYE
+$3.44M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$2.47M

Top Sells

1
+$4.37M
2
+$1.44M
3
+$1.06M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$775K
5
MSFT icon
Microsoft
MSFT
+$585K

Sector Composition

1 Technology 15.69%
2 Consumer Discretionary 3.61%
3 Financials 3.17%
4 Healthcare 2.56%
5 Communication Services 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$21K 0.01%
2,000
502
$21K 0.01%
+2,700
503
$20K 0.01%
345
+96
504
$20K 0.01%
200
505
$20K 0.01%
319
+4
506
$20K 0.01%
369
+89
507
$20K 0.01%
132
508
$20K 0.01%
217
+2
509
$20K 0.01%
971
-1,353
510
$20K 0.01%
+300
511
$20K 0.01%
+440
512
$20K 0.01%
96
+58
513
$20K 0.01%
+739
514
$20K 0.01%
+1,007
515
$19K 0.01%
352
+2
516
$19K 0.01%
2,415
+1,325
517
$19K 0.01%
228
-57
518
$19K 0.01%
182
519
$19K 0.01%
+1,199
520
$19K 0.01%
97
521
$19K 0.01%
500
522
$19K 0.01%
248
+228
523
$19K 0.01%
375
524
$19K 0.01%
101
+42
525
$19K 0.01%
369
+8
19 20
21
22 23