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
601
$5K ﹤0.01%
256
+1
602
$5K ﹤0.01%
130
603
$5K ﹤0.01%
203
604
$5K ﹤0.01%
172
+3
605
$5K ﹤0.01%
175
606
$5K ﹤0.01%
27
607
$5K ﹤0.01%
324
+240
608
$5K ﹤0.01%
37
609
$5K ﹤0.01%
346
-91
610
$5K ﹤0.01%
89
611
$5K ﹤0.01%
67
+1
612
$5K ﹤0.01%
170
+1
613
$5K ﹤0.01%
50
+22
614
$5K ﹤0.01%
195
615
$5K ﹤0.01%
90
-34
616
$5K ﹤0.01%
173
-5
617
$5K ﹤0.01%
44
618
$5K ﹤0.01%
+146
619
$5K ﹤0.01%
104
+74
620
$5K ﹤0.01%
6
-1
621
$5K ﹤0.01%
51
622
$5K ﹤0.01%
189
+29
623
$5K ﹤0.01%
36
624
$5K ﹤0.01%
1,346
-56
625
$5K ﹤0.01%
+51
23 24
25
26 27