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
576
$6K ﹤0.01%
161
577
$6K ﹤0.01%
130
+7
578
$6K ﹤0.01%
117
579
$6K ﹤0.01%
32
580
$6K ﹤0.01%
+236
581
$6K ﹤0.01%
2,464
-842
582
$6K ﹤0.01%
100
+63
583
$6K ﹤0.01%
10
-10
584
$6K ﹤0.01%
350
+2
585
$6K ﹤0.01%
73
-206
586
$6K ﹤0.01%
151
-1
587
$6K ﹤0.01%
145
588
$6K ﹤0.01%
206
-9
589
$5K ﹤0.01%
195
590
$5K ﹤0.01%
90
-34
591
$5K ﹤0.01%
6
-1
592
$5K ﹤0.01%
+110
593
$5K ﹤0.01%
146
594
$5K ﹤0.01%
107
+3
595
$5K ﹤0.01%
100
596
$5K ﹤0.01%
189
+29
597
$5K ﹤0.01%
36
598
$5K ﹤0.01%
1,346
-56
599
$5K ﹤0.01%
+51
600
$5K ﹤0.01%
89
22 23
24
25 26