LWM

Liberty Wealth Management Portfolio holdings

AUM $775M
1-Year Est. Return 18.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$127M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
988
New
Increased
Reduced
Closed

Top Buys

1 +$2.81M
2 +$1.72M
3 +$1.68M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.63M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.47M

Sector Composition

1 Technology 16.58%
2 Energy 4.65%
3 Financials 4.29%
4 Healthcare 3.93%
5 Communication Services 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$6K ﹤0.01%
137
-54
652
$6K ﹤0.01%
+102
653
$6K ﹤0.01%
627
654
$6K ﹤0.01%
311
+4
655
$6K ﹤0.01%
219
+89
656
$6K ﹤0.01%
578
657
$5K ﹤0.01%
28
658
$5K ﹤0.01%
92
659
$5K ﹤0.01%
160
660
$5K ﹤0.01%
130
661
$5K ﹤0.01%
+140
662
$5K ﹤0.01%
57
-40
663
$5K ﹤0.01%
108
664
$5K ﹤0.01%
144
+1
665
$5K ﹤0.01%
+249
666
$5K ﹤0.01%
175
667
$5K ﹤0.01%
951
668
$5K ﹤0.01%
103
669
$5K ﹤0.01%
89
670
$5K ﹤0.01%
71
+6
671
$5K ﹤0.01%
306
+7
672
$5K ﹤0.01%
88
673
$5K ﹤0.01%
44
674
$5K ﹤0.01%
215
+2
675
$5K ﹤0.01%
6