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
$204M
AUM Growth
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,123
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$4.24M
3
+$2.07M
4
MBB icon
iShares MBS ETF
MBB
+$1.83M
5
MSFT icon
Microsoft
MSFT
+$1.83M

Top Sells

1
+$2.61M
2
+$2.01M
3
+$1.84M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.76M
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
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529
$14K 0.01%
534
530
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306
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531
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224
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532
$14K 0.01%
498
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533
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31
534
$13K 0.01%
203
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535
$13K 0.01%
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536
$13K 0.01%
702
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537
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538
$13K 0.01%
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539
$13K 0.01%
103
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540
$13K 0.01%
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541
$13K 0.01%
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542
$13K 0.01%
951
543
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544
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548
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153
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549
$12K 0.01%
181
550
$12K 0.01%
249
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