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
$133M
AUM Growth
-$1.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
901
New
Increased
Reduced
Closed

Top Sells

1 +$11.6M
2 +$2.85M
3 +$1.24M
4
ABBV icon
AbbVie
ABBV
+$990K
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$244K

Sector Composition

1 Technology 10.67%
2 Energy 4.33%
3 Consumer Staples 3.77%
4 Financials 3.28%
5 Communication Services 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$5K ﹤0.01%
52
552
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553
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554
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+3
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398
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$5K ﹤0.01%
1,338
561
$4K ﹤0.01%
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1,300
+1,050
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566
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569
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570
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571
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572
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32
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38