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
$257M
AUM Growth
+$52.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,220
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$5.49M
3
+$3.97M
4
IYE icon
iShares US Energy ETF
IYE
+$3.59M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$2.48M

Top Sells

1
+$4.46M
2
+$1.47M
3
+$1.11M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$790K
5
MSFT icon
Microsoft
MSFT
+$623K

Sector Composition

1 Technology 15.7%
2 Consumer Discretionary 3.61%
3 Financials 3.17%
4 Healthcare 2.56%
5 Communication Services 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$11K ﹤0.01%
288
+3
627
$11K ﹤0.01%
775
-89
628
$11K ﹤0.01%
343
+298
629
$11K ﹤0.01%
412
-290
630
$11K ﹤0.01%
57
+3
631
$11K ﹤0.01%
156
632
$11K ﹤0.01%
111
+1
633
$11K ﹤0.01%
71
+59
634
$11K ﹤0.01%
192
+40
635
$11K ﹤0.01%
200
+65
636
$11K ﹤0.01%
+840
637
$11K ﹤0.01%
270
638
$11K ﹤0.01%
47
-2
639
$11K ﹤0.01%
38
+17
640
$11K ﹤0.01%
7
-1
641
$11K ﹤0.01%
287
-69
642
$11K ﹤0.01%
1,016
+19
643
$11K ﹤0.01%
585
-274
644
$11K ﹤0.01%
318
+259
645
$11K ﹤0.01%
75
-7
646
$10K ﹤0.01%
136
+36
647
$10K ﹤0.01%
124
+2
648
$10K ﹤0.01%
79
+47
649
$10K ﹤0.01%
129
-1
650
$10K ﹤0.01%
262
-36
24 25
26
27 28