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%
50
-83
652
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205
653
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150
654
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655
$3K ﹤0.01%
83
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656
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657
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30
+10
658
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-15
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13
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660
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18
661
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662
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663
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664
$3K ﹤0.01%
350
665
$3K ﹤0.01%
103
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666
$3K ﹤0.01%
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$3K ﹤0.01%
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669
$3K ﹤0.01%
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670
$3K ﹤0.01%
28
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$3K ﹤0.01%
26
672
$3K ﹤0.01%
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$3K ﹤0.01%
159
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674
$3K ﹤0.01%
120
+8
675
$3K ﹤0.01%
953
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25 26
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