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
601
$10K ﹤0.01%
54
-42
602
$10K ﹤0.01%
74
603
$9K ﹤0.01%
2,451
-2
604
$9K ﹤0.01%
+596
605
$9K ﹤0.01%
87
-35
606
$9K ﹤0.01%
42
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607
$9K ﹤0.01%
75
608
$9K ﹤0.01%
176
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609
$9K ﹤0.01%
157
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610
$9K ﹤0.01%
145
611
$9K ﹤0.01%
262
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612
$9K ﹤0.01%
88
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613
$9K ﹤0.01%
251
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614
$9K ﹤0.01%
+197
615
$9K ﹤0.01%
100
616
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617
$9K ﹤0.01%
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618
$9K ﹤0.01%
365
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619
$9K ﹤0.01%
285
-120
620
$9K ﹤0.01%
154
621
$9K ﹤0.01%
156
-130
622
$8K ﹤0.01%
256
623
$8K ﹤0.01%
241
624
$8K ﹤0.01%
688
+17
625
$8K ﹤0.01%
165
-37,965
23 24
25
26 27