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
$127M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
988
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$1.8M
3
+$1.72M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.62M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.54M

Top Sells

1
+$4.23M
2
+$356K
3
+$312K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$294K
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$236K

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%
34
+25
652
$6K ﹤0.01%
202
+1
653
$6K ﹤0.01%
199
+2
654
$6K ﹤0.01%
172
+2
655
$6K ﹤0.01%
71
+3
656
$6K ﹤0.01%
137
-54
657
$5K ﹤0.01%
28
658
$5K ﹤0.01%
306
+7
659
$5K ﹤0.01%
88
660
$5K ﹤0.01%
+166
661
$5K ﹤0.01%
150
-32
662
$5K ﹤0.01%
285
-113
663
$5K ﹤0.01%
92
664
$5K ﹤0.01%
160
665
$5K ﹤0.01%
130
666
$5K ﹤0.01%
+140
667
$5K ﹤0.01%
57
-40
668
$5K ﹤0.01%
108
669
$5K ﹤0.01%
144
+1
670
$5K ﹤0.01%
+249
671
$5K ﹤0.01%
175
672
$5K ﹤0.01%
951
673
$5K ﹤0.01%
103
674
$5K ﹤0.01%
89
675
$5K ﹤0.01%
71
+6
25 26
27
28 29