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

Top Buys

1
+$6.34M
2
+$5.35M
3
+$3.99M
4
IYE icon
iShares US Energy ETF
IYE
+$3.44M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$2.47M

Top Sells

1
+$4.37M
2
+$1.44M
3
+$1.06M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$775K
5
MSFT icon
Microsoft
MSFT
+$585K

Sector Composition

1 Technology 15.69%
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%
309
-282
603
$13K 0.01%
162
+2
604
$13K 0.01%
160
-240
605
$13K 0.01%
185
+155
606
$12K ﹤0.01%
220
607
$12K ﹤0.01%
412
-6
608
$12K ﹤0.01%
+48
609
$12K ﹤0.01%
125
+1
610
$12K ﹤0.01%
+116
611
$12K ﹤0.01%
636
-499
612
$12K ﹤0.01%
210
-64
613
$12K ﹤0.01%
200
+3
614
$12K ﹤0.01%
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615
$12K ﹤0.01%
200
616
$12K ﹤0.01%
109
+1
617
$12K ﹤0.01%
108
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618
$12K ﹤0.01%
183
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619
$12K ﹤0.01%
184
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620
$12K ﹤0.01%
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621
$12K ﹤0.01%
92
622
$11K ﹤0.01%
111
+1
623
$11K ﹤0.01%
71
+59
624
$11K ﹤0.01%
192
+40
625
$11K ﹤0.01%
200
+65
23 24
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