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
$142M
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,030
New
Increased
Reduced
Closed

Top Buys

1
+$5.07M
2
+$4.96M
3
+$3.26M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.66M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.32M

Top Sells

1
+$3.18M
2
+$3.02M
3
+$2.77M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.98M
5
MBB icon
iShares MBS ETF
MBB
+$1.22M

Sector Composition

1 Technology 16.79%
2 Healthcare 3.2%
3 Communication Services 3.16%
4 Consumer Discretionary 3.13%
5 Financials 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$7K ﹤0.01%
7
-2
552
$7K ﹤0.01%
247
553
$7K ﹤0.01%
437
554
$7K ﹤0.01%
498
+4
555
$7K ﹤0.01%
199
556
$7K ﹤0.01%
100
557
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294
+53
558
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282
559
$7K ﹤0.01%
155
+2
560
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133
-1,379
561
$7K ﹤0.01%
31
562
$7K ﹤0.01%
1,338
563
$6K ﹤0.01%
161
564
$6K ﹤0.01%
203
565
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2,464
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566
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100
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569
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570
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572
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573
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130
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$6K ﹤0.01%
117
575
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32
21 22
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24 25