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 Buys

1
+$639K
2
+$614K
3
+$533K
4
FDD icon
First Trust STOXX European Select Dividend Income Fund
FDD
+$259K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$214K

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
576
$4K ﹤0.01%
121
577
$4K ﹤0.01%
300
-123
578
$4K ﹤0.01%
109
579
$3K ﹤0.01%
72
-44
580
$3K ﹤0.01%
216
-182
581
$3K ﹤0.01%
+110
582
$3K ﹤0.01%
213
583
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104
584
$3K ﹤0.01%
65
585
$3K ﹤0.01%
239
+189
586
$3K ﹤0.01%
80
587
$3K ﹤0.01%
1,686
588
$3K ﹤0.01%
340
589
$3K ﹤0.01%
22
-27
590
$3K ﹤0.01%
74
+16
591
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-15
592
$3K ﹤0.01%
90
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54
594
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64
595
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64
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596
$3K ﹤0.01%
147
-213
597
$3K ﹤0.01%
150
598
$3K ﹤0.01%
154
+1
599
$3K ﹤0.01%
105
+1
600
$3K ﹤0.01%
26
+3
22 23
24
25 26