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
$114M
AUM Growth
-$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,034
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.57M
3
+$1.7M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.46M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.35M

Top Sells

1
+$898K
2
+$378K
3
+$368K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$313K
5
MBB icon
iShares MBS ETF
MBB
+$255K

Sector Composition

1 Technology 15.7%
2 Healthcare 3.83%
3 Communication Services 3.38%
4 Financials 3.37%
5 Energy 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$4K ﹤0.01%
203
-79
627
$4K ﹤0.01%
239
+1
628
$4K ﹤0.01%
169
-7
629
$4K ﹤0.01%
59
-4
630
$4K ﹤0.01%
175
631
$4K ﹤0.01%
557
+6
632
$4K ﹤0.01%
51
+6
633
$4K ﹤0.01%
26
634
$4K ﹤0.01%
103
635
$4K ﹤0.01%
82
636
$4K ﹤0.01%
+163
637
$4K ﹤0.01%
169
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638
$4K ﹤0.01%
+180
639
$4K ﹤0.01%
195
-4
640
$4K ﹤0.01%
124
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641
$4K ﹤0.01%
+9
642
$4K ﹤0.01%
+1,171
643
$4K ﹤0.01%
44
644
$4K ﹤0.01%
+711
645
$4K ﹤0.01%
+189
646
$4K ﹤0.01%
165
+134
647
$4K ﹤0.01%
+107
648
$4K ﹤0.01%
100
649
$4K ﹤0.01%
+106
650
$4K ﹤0.01%
135
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