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
$114M
AUM Growth
-$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,034
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.57M
3
+$1.7M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.46M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.35M

Top Sells

1
+$898K
2
+$378K
3
+$368K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$313K
5
MBB icon
iShares MBS ETF
MBB
+$255K

Sector Composition

1 Technology 15.7%
2 Healthcare 3.83%
3 Communication Services 3.38%
4 Financials 3.37%
5 Energy 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$4K ﹤0.01%
32
652
$4K ﹤0.01%
100
653
$4K ﹤0.01%
119
+52
654
$4K ﹤0.01%
1,338
655
$3K ﹤0.01%
+199
656
$3K ﹤0.01%
100
+22
657
$3K ﹤0.01%
146
-33
658
$3K ﹤0.01%
+35
659
$3K ﹤0.01%
107
660
$3K ﹤0.01%
104
661
$3K ﹤0.01%
+60
662
$3K ﹤0.01%
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663
$3K ﹤0.01%
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664
$3K ﹤0.01%
83
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665
$3K ﹤0.01%
167
666
$3K ﹤0.01%
30
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$3K ﹤0.01%
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$3K ﹤0.01%
13
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$3K ﹤0.01%
18
670
$3K ﹤0.01%
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$3K ﹤0.01%
63
672
$3K ﹤0.01%
132
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$3K ﹤0.01%
350
674
$3K ﹤0.01%
103
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675
$3K ﹤0.01%
32
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25 26
27
28 29