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
$257M
AUM Growth
+$52.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,220
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$5.49M
3
+$3.97M
4
IYE icon
iShares US Energy ETF
IYE
+$3.59M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$2.48M

Top Sells

1
+$4.46M
2
+$1.47M
3
+$1.11M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$790K
5
MSFT icon
Microsoft
MSFT
+$623K

Sector Composition

1 Technology 15.7%
2 Consumer Discretionary 3.61%
3 Financials 3.17%
4 Healthcare 2.56%
5 Communication Services 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$13K 0.01%
+500
602
$13K 0.01%
206
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603
$13K 0.01%
162
+2
604
$13K 0.01%
160
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605
$13K 0.01%
185
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606
$12K ﹤0.01%
183
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607
$12K ﹤0.01%
220
608
$12K ﹤0.01%
412
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609
$12K ﹤0.01%
+48
610
$12K ﹤0.01%
125
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611
$12K ﹤0.01%
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612
$12K ﹤0.01%
636
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613
$12K ﹤0.01%
210
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614
$12K ﹤0.01%
200
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$12K ﹤0.01%
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616
$12K ﹤0.01%
200
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$12K ﹤0.01%
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$12K ﹤0.01%
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620
$12K ﹤0.01%
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$12K ﹤0.01%
92
622
$11K ﹤0.01%
111
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623
$11K ﹤0.01%
71
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624
$11K ﹤0.01%
192
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625
$11K ﹤0.01%
200
+65
23 24
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