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
$142M
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,030
New
Increased
Reduced
Closed

Top Buys

1
+$4.9M
2
+$4.67M
3
+$3.06M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.62M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$2.23M

Top Sells

1
+$2.99M
2
+$2.91M
3
+$2.62M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.9M
5
MBB icon
iShares MBS ETF
MBB
+$1.22M

Sector Composition

1 Technology 16.79%
2 Healthcare 3.2%
3 Communication Services 3.16%
4 Consumer Discretionary 3.13%
5 Financials 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$4K ﹤0.01%
26
652
$4K ﹤0.01%
161
+2
653
$4K ﹤0.01%
121
+1
654
$4K ﹤0.01%
54
655
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+17
656
$4K ﹤0.01%
25
-5
657
$4K ﹤0.01%
266
+241
658
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225
+3
659
$4K ﹤0.01%
232
+2
660
$4K ﹤0.01%
+47
661
$4K ﹤0.01%
28
-4
662
$4K ﹤0.01%
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663
$4K ﹤0.01%
35
664
$4K ﹤0.01%
117
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665
$4K ﹤0.01%
102
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666
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669
$4K ﹤0.01%
231
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670
$4K ﹤0.01%
13
671
$4K ﹤0.01%
584
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672
$4K ﹤0.01%
+131
673
$4K ﹤0.01%
+109
674
$4K ﹤0.01%
402
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675
$4K ﹤0.01%
133
+89
25 26
27
28 29