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
601
$5K ﹤0.01%
50
602
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106
603
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124
+1
604
$5K ﹤0.01%
77
-593
605
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166
+1
606
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173
-5
607
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44
608
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+146
609
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57
610
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75
611
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256
+1
612
$5K ﹤0.01%
160
613
$5K ﹤0.01%
543
+383
614
$5K ﹤0.01%
+74
615
$5K ﹤0.01%
130
616
$5K ﹤0.01%
203
617
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172
+3
618
$5K ﹤0.01%
175
619
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27
620
$5K ﹤0.01%
324
+240
621
$5K ﹤0.01%
37
622
$5K ﹤0.01%
346
-91
623
$5K ﹤0.01%
89
624
$5K ﹤0.01%
67
+1
625
$5K ﹤0.01%
170
+1
23 24
25
26 27