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
$204M
AUM Growth
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,123
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$4.24M
3
+$2.07M
4
MBB icon
iShares MBS ETF
MBB
+$1.83M
5
MSFT icon
Microsoft
MSFT
+$1.83M

Top Sells

1
+$2.61M
2
+$2.01M
3
+$1.84M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.76M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.42M

Sector Composition

1 Technology 17.98%
2 Consumer Discretionary 4.09%
3 Financials 3.13%
4 Healthcare 3.03%
5 Communication Services 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$8K ﹤0.01%
228
+150
627
$8K ﹤0.01%
96
628
$8K ﹤0.01%
35
+1
629
$8K ﹤0.01%
+39
630
$8K ﹤0.01%
256
631
$8K ﹤0.01%
241
632
$8K ﹤0.01%
688
+17
633
$8K ﹤0.01%
165
-37,965
634
$8K ﹤0.01%
57
+31
635
$8K ﹤0.01%
118
636
$8K ﹤0.01%
203
+1
637
$8K ﹤0.01%
902
-30
638
$8K ﹤0.01%
+300
639
$8K ﹤0.01%
206
640
$7K ﹤0.01%
20
+10
641
$7K ﹤0.01%
1,090
+202
642
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152
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643
$7K ﹤0.01%
135
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644
$7K ﹤0.01%
250
645
$7K ﹤0.01%
270
+20
646
$7K ﹤0.01%
106
+1
647
$7K ﹤0.01%
55
+3
648
$7K ﹤0.01%
+500
649
$7K ﹤0.01%
152
650
$7K ﹤0.01%
+235
24 25
26
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