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
526
$14K 0.01%
212
-1
527
$14K 0.01%
171
+145
528
$14K 0.01%
859
+764
529
$14K 0.01%
534
530
$14K 0.01%
306
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531
$14K 0.01%
224
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532
$14K 0.01%
498
+6
533
$14K 0.01%
31
534
$13K 0.01%
+9,972
535
$13K 0.01%
103
-1
536
$13K 0.01%
179
537
$13K 0.01%
3,901
538
$13K 0.01%
951
539
$13K 0.01%
768
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540
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541
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542
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543
$13K 0.01%
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544
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545
$12K 0.01%
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547
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548
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156
549
$12K 0.01%
153
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550
$12K 0.01%
225
+3
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