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
$204M
AUM Growth
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,123
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$3.94M
3
+$1.89M
4
MBB icon
iShares MBS ETF
MBB
+$1.83M
5
MSFT icon
Microsoft
MSFT
+$1.64M

Top Sells

1
+$2.43M
2
+$1.98M
3
+$1.71M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.46M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.42M

Sector Composition

1 Technology 17.98%
2 Consumer Discretionary 4.09%
3 Financials 3.13%
4 Healthcare 3.03%
5 Communication Services 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$11K 0.01%
160
577
$11K 0.01%
186
+53
578
$11K 0.01%
53
+2
579
$11K 0.01%
156
580
$10K ﹤0.01%
+627
581
$10K ﹤0.01%
110
+1
582
$10K ﹤0.01%
122
583
$10K ﹤0.01%
117
+19
584
$10K ﹤0.01%
49
+25
585
$10K ﹤0.01%
124
586
$10K ﹤0.01%
+50
587
$10K ﹤0.01%
+100
588
$10K ﹤0.01%
+406
589
$10K ﹤0.01%
132
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590
$10K ﹤0.01%
602
+84
591
$10K ﹤0.01%
74
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592
$10K ﹤0.01%
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$10K ﹤0.01%
446
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$10K ﹤0.01%
881
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595
$10K ﹤0.01%
+300
596
$10K ﹤0.01%
10
597
$10K ﹤0.01%
59
+24
598
$10K ﹤0.01%
82
+31
599
$10K ﹤0.01%
92
600
$10K ﹤0.01%
341
22 23
24
25 26