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
$133M
AUM Growth
-$1.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
901
New
Increased
Reduced
Closed

Top Buys

1
+$639K
2
+$614K
3
+$533K
4
FDD icon
First Trust STOXX European Select Dividend Income Fund
FDD
+$259K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$214K

Top Sells

1
+$11.6M
2
+$2.85M
3
+$1.24M
4
ABBV icon
AbbVie
ABBV
+$990K
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$244K

Sector Composition

1 Technology 10.67%
2 Energy 4.33%
3 Consumer Staples 3.77%
4 Financials 3.28%
5 Communication Services 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$2K ﹤0.01%
40
627
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+69
628
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+27
629
$2K ﹤0.01%
34
630
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16
631
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-147
632
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14
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633
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634
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-111
635
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86
636
$2K ﹤0.01%
64
637
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158
+95
638
$2K ﹤0.01%
90
639
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116
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640
$2K ﹤0.01%
42
641
$2K ﹤0.01%
37
+21
642
$2K ﹤0.01%
33
643
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+21
644
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28
645
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42
646
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65
-691
647
$2K ﹤0.01%
33
-91
648
$2K ﹤0.01%
37
649
$2K ﹤0.01%
31
650
$2K ﹤0.01%
25
+12
24 25
26
27 28