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
$142M
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,030
New
Increased
Reduced
Closed

Top Buys

1
+$5.07M
2
+$4.96M
3
+$3.26M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.66M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.32M

Top Sells

1
+$3.18M
2
+$3.02M
3
+$2.77M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.98M
5
MBB icon
iShares MBS ETF
MBB
+$1.22M

Sector Composition

1 Technology 16.79%
2 Healthcare 3.2%
3 Communication Services 3.16%
4 Consumer Discretionary 3.13%
5 Financials 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$5K ﹤0.01%
195
627
$5K ﹤0.01%
90
-34
628
$5K ﹤0.01%
106
629
$5K ﹤0.01%
249
630
$5K ﹤0.01%
51
631
$5K ﹤0.01%
166
632
$5K ﹤0.01%
+80
633
$5K ﹤0.01%
671
-77
634
$5K ﹤0.01%
214
+1
635
$5K ﹤0.01%
977
+397
636
$4K ﹤0.01%
195
+1
637
$4K ﹤0.01%
7
-74
638
$4K ﹤0.01%
42
-29
639
$4K ﹤0.01%
24
-37
640
$4K ﹤0.01%
382
+293
641
$4K ﹤0.01%
195
642
$4K ﹤0.01%
64
643
$4K ﹤0.01%
117
+73
644
$4K ﹤0.01%
102
-138
645
$4K ﹤0.01%
91
+13
646
$4K ﹤0.01%
71
-1
647
$4K ﹤0.01%
132
-258
648
$4K ﹤0.01%
231
+5
649
$4K ﹤0.01%
+131
650
$4K ﹤0.01%
60
+1
24 25
26
27 28