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
$133M
AUM Growth
-$1.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
901
New
Increased
Reduced
Closed

Top Buys

1
+$639K
2
+$614K
3
+$533K
4
FDD icon
First Trust STOXX European Select Dividend Income Fund
FDD
+$259K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$214K

Top Sells

1
+$11.6M
2
+$2.85M
3
+$1.24M
4
ABBV icon
AbbVie
ABBV
+$990K
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$244K

Sector Composition

1 Technology 10.67%
2 Energy 4.33%
3 Consumer Staples 3.77%
4 Financials 3.28%
5 Communication Services 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$2K ﹤0.01%
85
+32
652
$2K ﹤0.01%
+99
653
$2K ﹤0.01%
35
654
$1K ﹤0.01%
+28
655
$1K ﹤0.01%
54
656
$1K ﹤0.01%
+5
657
$1K ﹤0.01%
36
658
$1K ﹤0.01%
107
+1
659
$1K ﹤0.01%
34
660
$1K ﹤0.01%
933
661
$1K ﹤0.01%
8
-15
662
$1K ﹤0.01%
104
+1
663
$1K ﹤0.01%
+48
664
$1K ﹤0.01%
+28
665
$1K ﹤0.01%
22
666
$1K ﹤0.01%
75
667
$1K ﹤0.01%
11
668
$1K ﹤0.01%
48
+23
669
$1K ﹤0.01%
3
-40
670
$1K ﹤0.01%
100
671
$1K ﹤0.01%
+15
672
$1K ﹤0.01%
36
-75
673
$1K ﹤0.01%
26
674
$1K ﹤0.01%
40
675
$1K ﹤0.01%
46
25 26
27
28 29