LWM

Liberty Wealth Management Portfolio holdings

AUM $775M
1-Year Est. Return 18.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.64%
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
+$4.9M
2
+$4.67M
3
+$3.06M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.62M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$2.23M

Top Sells

1
+$2.99M
2
+$2.91M
3
+$2.62M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.9M
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%
240
+1
577
$6K ﹤0.01%
207
+44
578
$6K ﹤0.01%
518
579
$6K ﹤0.01%
180
580
$6K ﹤0.01%
203
581
$6K ﹤0.01%
2,464
-842
582
$6K ﹤0.01%
100
+63
583
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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%
124
+1
590
$5K ﹤0.01%
77
-593
591
$5K ﹤0.01%
166
+1
592
$5K ﹤0.01%
57
593
$5K ﹤0.01%
75
594
$5K ﹤0.01%
256
+1
595
$5K ﹤0.01%
+74
596
$5K ﹤0.01%
160
597
$5K ﹤0.01%
543
+383
598
$5K ﹤0.01%
130
599
$5K ﹤0.01%
203
600
$5K ﹤0.01%
172
+3
22 23
24
25 26