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
$127M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
988
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$1.8M
3
+$1.72M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.62M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.54M

Top Sells

1
+$4.23M
2
+$356K
3
+$312K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$294K
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$236K

Sector Composition

1 Technology 16.58%
2 Energy 4.65%
3 Financials 4.29%
4 Healthcare 3.93%
5 Communication Services 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$8K 0.01%
261
+2
602
$8K 0.01%
90
+6
603
$8K 0.01%
124
+1
604
$8K 0.01%
597
+229
605
$8K 0.01%
176
+1
606
$7K 0.01%
79
607
$7K 0.01%
167
608
$7K 0.01%
1,000
609
$7K 0.01%
206
+1
610
$7K 0.01%
174
+1
611
$7K 0.01%
143
+1
612
$7K 0.01%
64
+59
613
$7K 0.01%
120
+1
614
$7K 0.01%
155
615
$7K 0.01%
272
-81
616
$7K 0.01%
63
+5
617
$7K 0.01%
27
+10
618
$7K 0.01%
551
-1,481
619
$7K 0.01%
390
+250
620
$7K 0.01%
186
+1
621
$7K 0.01%
299
-81
622
$7K 0.01%
92
-39
623
$7K 0.01%
+396
624
$7K 0.01%
+74
625
$7K 0.01%
100
23 24
25
26 27