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
601
$10K ﹤0.01%
82
+31
602
$10K ﹤0.01%
92
603
$9K ﹤0.01%
+596
604
$9K ﹤0.01%
87
-35
605
$9K ﹤0.01%
42
-5
606
$9K ﹤0.01%
75
607
$9K ﹤0.01%
176
-65
608
$9K ﹤0.01%
157
-596
609
$9K ﹤0.01%
145
610
$9K ﹤0.01%
262
+1
611
$9K ﹤0.01%
88
+31
612
$9K ﹤0.01%
251
+4
613
$9K ﹤0.01%
+197
614
$9K ﹤0.01%
100
615
$9K ﹤0.01%
2,451
-2
616
$9K ﹤0.01%
997
+40
617
$9K ﹤0.01%
180
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618
$9K ﹤0.01%
365
-475
619
$9K ﹤0.01%
285
-120
620
$9K ﹤0.01%
154
621
$9K ﹤0.01%
156
-130
622
$8K ﹤0.01%
182
+1
623
$8K ﹤0.01%
162
+16
624
$8K ﹤0.01%
+355
625
$8K ﹤0.01%
75
+5
23 24
25
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