LWM
Liberty Wealth Management Portfolio holdings
AUM
$638M
1-Year Return
13.75%
This Quarter Return
+6.74%
1 Year Return
+13.75%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$257M
AUM Growth
+$52.4M
(+26%)
Cap. Flow
+$35.6M
Cap. Flow
% of AUM
13.84%
Top 10 Holdings %
Top 10 Hldgs %
45.24%
Holding
1,220
New
198
Increased
404
Reduced
251
Closed
104
Top Buys
| 1 |
iShares MSCI EAFE Value ETF
EFV
|
+$6.21M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$5.49M |
| 3 |
iShares Global Financials ETF
IXG
|
+$3.97M |
| 4 |
iShares US Energy ETF
IYE
|
+$3.59M |
| 5 |
iShares Core Total USD Bond Market ETF
IUSB
|
+$2.48M |
Top Sells
| 1 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$4.46M |
| 2 |
iShares US Medical Devices ETF
IHI
|
+$1.47M |
| 3 |
iShares Global Tech ETF
IXN
|
+$1.11M |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$790K |
| 5 |
Microsoft
MSFT
|
+$623K |
Sector Composition
| 1 | Technology | 15.7% |
| 2 | Consumer Discretionary | 3.61% |
| 3 | Financials | 3.17% |
| 4 | Healthcare | 2.56% |
| 5 | Communication Services | 2.41% |
