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

Top Buys

1
+$4.46M
2
+$4.24M
3
+$2.07M
4
MBB icon
iShares MBS ETF
MBB
+$1.83M
5
MSFT icon
Microsoft
MSFT
+$1.83M

Top Sells

1
+$2.61M
2
+$2.01M
3
+$1.84M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.76M
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%
298
577
$11K 0.01%
124
+57
578
$11K 0.01%
341
+138
579
$11K 0.01%
1,157
580
$10K ﹤0.01%
+627
581
$10K ﹤0.01%
602
+84
582
$10K ﹤0.01%
74
+24
583
$10K ﹤0.01%
477
+268
584
$10K ﹤0.01%
446
+9
585
$10K ﹤0.01%
341
586
$10K ﹤0.01%
54
-42
587
$10K ﹤0.01%
110
+1
588
$10K ﹤0.01%
122
589
$10K ﹤0.01%
117
+19
590
$10K ﹤0.01%
49
+25
591
$10K ﹤0.01%
124
592
$10K ﹤0.01%
74
593
$10K ﹤0.01%
+50
594
$10K ﹤0.01%
+100
595
$10K ﹤0.01%
+406
596
$10K ﹤0.01%
132
+4
597
$10K ﹤0.01%
881
+37
598
$10K ﹤0.01%
+300
599
$10K ﹤0.01%
10
600
$10K ﹤0.01%
59
+24
22 23
24
25 26