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
$127M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
988
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$1.8M
3
+$1.72M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.62M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.54M

Top Sells

1
+$4.23M
2
+$356K
3
+$312K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$294K
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$236K

Sector Composition

1 Technology 16.58%
2 Energy 4.65%
3 Financials 4.29%
4 Healthcare 3.93%
5 Communication Services 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$7K 0.01%
52
627
$7K 0.01%
70
628
$7K 0.01%
62
+1
629
$7K 0.01%
249
630
$7K 0.01%
205
-62
631
$7K 0.01%
29
632
$6K ﹤0.01%
45
-25
633
$6K ﹤0.01%
297
+6
634
$6K ﹤0.01%
36
635
$6K ﹤0.01%
195
636
$6K ﹤0.01%
92
637
$6K ﹤0.01%
71
+3
638
$6K ﹤0.01%
93
639
$6K ﹤0.01%
357
640
$6K ﹤0.01%
+135
641
$6K ﹤0.01%
+62
642
$6K ﹤0.01%
117
643
$6K ﹤0.01%
145
644
$6K ﹤0.01%
56
-18
645
$6K ﹤0.01%
176
+1
646
$6K ﹤0.01%
82
647
$6K ﹤0.01%
34
+25
648
$6K ﹤0.01%
202
+1
649
$6K ﹤0.01%
199
+2
650
$6K ﹤0.01%
172
+2
24 25
26
27 28